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Advisor Resource Council’s Intuit INTU Stock Holding History

Advisor Resource Council’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
Q2 		– Sell
-680
Closed -$381K – 372
2025
Q1 		$381K Buy
+680
New +$408K 0.03% 417
2024
Q4 		– Sell
-459
Closed -$285K – 166
2024
Q3 		$285K Buy
+459
New +$293K 0.13% 178
2024
Q2 		– Sell
-1,313
Closed -$821K – 130
2024
Q1 		$821K Buy
1,313
+968
+281% +$618K 0.35% 71
2023
Q4 		$216K Sell
345
-1,219
-78% -$672K 0.03% 432
2023
Q3 		$799K Sell
1,564
-25
-2% -$12.7K 0.41% 43
2023
Q2 		$728K Sell
1,589
-227
-13% -$99.4K 0.33% 53
2023
Q1 		$795K Buy
1,816
+59
+3% +$24.2K 0.2% 134
2022
Q4 		$684K Sell
1,757
-794
-31% -$315K 0.33% 61
2022
Q3 		$988K Sell
2,551
-5,968
-70% -$2.58M 0.67% 38
2022
Q2 		$3.28M Buy
8,519
+2,838
+50% +$1.18M 0.3% 66
2022
Q1 		$2.73M Sell
5,681
-3,013
-35% -$1.54M 0.82% 31
2021
Q4 		$5.59M Buy
8,694
+3,311
+62% +$2.04M 0.44% 44
2021
Q3 		$2.9M Sell
5,383
-1,445
-21% -$779K 0.88% 26
2021
Q2 		$3.35M Buy
+6,828
New +$2.96M 0.35% 61

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor Resource Council's INTU Position: Q2 2025 in Review

Advisor Resource Council sold out of Intuit (INTU) in Q2 2025, closing a stake of 680 shares — an estimated $381K sold.

Advisor Resource Council first reported a position in INTU in Q2 2021 and held it in 14 quarters. The position peaked at $5.59M in Q4 2021. 2,211 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

  • Advisor Resource Council reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 680 Intuit shares in Q2 2025, an estimated $381K.
  • Advisor Resource Council first reported a position in Intuit in Q2 2021 and held it in 14 quarters.
  • Advisor Resource Council's Intuit position peaked at $5.59M in Q4 2021.
  • 2,211 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.