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Advanced Portfolio Management’s Intuit INTU Stock Holding History

Advanced Portfolio 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
Q4 		$445K Buy
+672
New +$444K 1.36% 27
2023
Q4 		– Sell
-811
Closed -$414K – 89
2023
Q3 		$414K Buy
+811
New +$410K 0.35% 53

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advanced Portfolio Management's INTU Position: Q4 2025 in Review

Advanced Portfolio Management opened a new position in Intuit (INTU) in Q4 2025: 672 shares worth $445K. The stake represents 1.36% of the portfolio and ranks #27 among its holdings. This is a return to the name: Advanced Portfolio Management previously reported a position in INTU as recently as Q3 2023.

Advanced Portfolio Management first reported a position in INTU in Q3 2023 and has held it in 2 quarters since. 2,264 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Advanced Portfolio Management held 672 shares of Intuit worth $445K as of Q4 2025.
  • Intuit was a new Advanced Portfolio Management position in Q4 2025.
  • Intuit made up 1.36% of Advanced Portfolio Management's portfolio in Q4 2025, its #27 holding.
  • Advanced Portfolio Management first reported a position in Intuit in Q3 2023 and has held it in 2 quarters since.
  • 2,264 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Advanced Portfolio Management's 13F filing for Q4 2025, filed 17 Feb 2026.