AWM
INTU icon

Accredited Wealth Management’s Intuit INTU Stock Holding History

Accredited 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 		$56.7K Buy
300
+217
+261% +$156K 0.04% 131
2025
Q2 		$65.4K Hold
83
– – 0.05% 122
2025
Q1 		$51K Buy
+83
New +$49.8K 0.04% 122

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

Accredited Wealth Management's INTU Position: Q3 2025 in Review

Accredited Wealth Management increased its Intuit (INTU) stake by 261% in Q3 2025, buying an estimated $156K and bringing the position to 300 shares worth $56.7K. The position accounts for 0.04% of the portfolio, ranked #131.

Accredited Wealth Management first reported a position in INTU in Q1 2025 and has held it in 3 quarters since. The position peaked at $65.4K in Q2 2025. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Accredited Wealth Management held 300 shares of Intuit worth $56.7K as of Q3 2025.
  • Accredited Wealth Management bought 217 Intuit shares in Q3 2025, an estimated $156K.
  • Intuit made up 0.04% of Accredited Wealth Management's portfolio in Q3 2025, its #131 holding.
  • Accredited Wealth Management first reported a position in Intuit in Q1 2025 and has held it in 3 quarters since.
  • Accredited Wealth Management's Intuit position peaked at $65.4K in Q2 2025.
  • 2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.