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Insight Wealth Partners, LLC → INTU

Insight Wealth Partners, LLC INTU Position History

Intuit Inc. • Technology

Quarters held
5
Latest value
$4.9M
Q3 2026
Peak value
$6.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.9M
Q4 2025$6.3M
Q1 2026$6.6M
Q2 2026$4.9M
Q3 2026$4.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.9M110.2K——
Q2 2026$4.9M104.4K——
Q1 2026$6.6M141.7K——
Q4 2025$6.3M132.0K——
Q3 2025$5.9M124.6K——

Other funds holding INTU

Other Insight Wealth Partners, LLC positions

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BLK

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$15.2M
BLK

ISHARES TR

$14.9M