AFWM
INTU icon

Abich Financial Wealth Management’s Intuit INTU Stock Holding History

Abich Financial Wealth Management’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$127K Buy
+186
New +$134K 0.05% 178
2024
Q3 		– Sell
-14
Closed -$9.2K – 628
2024
Q2 		$9.2K Buy
14
+2
+17% +$1.24K 0.01% 285
2024
Q1 		$7.8K Buy
+12
New +$7.66K 0.01% 239

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abich Financial Wealth Management's INTU Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Intuit (INTU) in Q3 2025: 186 shares worth $127K. The stake represents 0.05% of the portfolio and ranks #178 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in INTU as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in INTU in Q1 2024 and has held it in 3 quarters since. 2,193 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Abich Financial Wealth Management held 186 shares of Intuit worth $127K as of Q3 2025.
  • Intuit was a new Abich Financial Wealth Management position in Q3 2025.
  • Intuit made up 0.05% of Abich Financial Wealth Management's portfolio in Q3 2025, its #178 holding.
  • Abich Financial Wealth Management first reported a position in Intuit in Q1 2024 and has held it in 3 quarters since.
  • 2,193 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.