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AFT Forsyth & Company’s Intuit INTU Stock Holding History

AFT Forsyth & Company’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 		– Sell
-267
Closed -$210K – 117
2025
Q2 		$210K Buy
+267
New +$181K 0.11% 111
2025
Q1 		– Sell
-327
Closed -$206K – 127
2024
Q4 		$206K Sell
327
-96
-23% -$61.3K 0.1% 123
2024
Q3 		$263K Sell
423
-100
-19% -$63.8K 0.13% 115
2024
Q2 		$344K Buy
523
+35
+7% +$21.7K 0.17% 107
2024
Q1 		$317K Sell
488
-5
-1% -$3.19K 0.18% 108
2023
Q4 		$308K Buy
+493
New +$272K 0.19% 107
2022
Q1 		– Sell
-360
Closed -$232K – 151
2021
Q4 		$232K Buy
+360
New +$222K 0.12% 144

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

AFT Forsyth & Company's INTU Position: Q3 2025 in Review

AFT Forsyth & Company sold out of Intuit (INTU) in Q3 2025, closing a stake of 267 shares — an estimated $210K sold.

AFT Forsyth & Company first reported a position in INTU in Q4 2021 and held it in 7 quarters. The position peaked at $344K in Q2 2024. 2,193 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • AFT Forsyth & Company reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • AFT Forsyth & Company sold 267 Intuit shares in Q3 2025, an estimated $210K.
  • AFT Forsyth & Company first reported a position in Intuit in Q4 2021 and held it in 7 quarters.
  • AFT Forsyth & Company's Intuit position peaked at $344K in Q2 2024.
  • 2,193 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on AFT Forsyth & Company's 13F filing for Q3 2025, filed 7 Nov 2025.