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Aletheian Wealth Advisors’s Intuit INTU Stock Holding History

Aletheian Wealth Advisors’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 		$222K Buy
325
+9
+3% +$6.49K 0.1% 90
2025
Q2 		$249K Buy
+316
New +$214K 0.12% 82

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

Aletheian Wealth Advisors's INTU Position: Q3 2025 in Review

Aletheian Wealth Advisors increased its Intuit (INTU) stake by 2.8% in Q3 2025, buying an estimated $6.49K and bringing the position to 325 shares worth $222K. The position accounts for 0.1% of the portfolio, ranked #90.

Aletheian Wealth Advisors first reported a position in INTU in Q2 2025 and has held it in 2 quarters since. The position peaked at $249K in Q2 2025. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Aletheian Wealth Advisors held 325 shares of Intuit worth $222K as of Q3 2025.
  • Aletheian Wealth Advisors bought 9 Intuit shares in Q3 2025, an estimated $6.49K.
  • Intuit made up 0.1% of Aletheian Wealth Advisors's portfolio in Q3 2025, its #90 holding.
  • Aletheian Wealth Advisors first reported a position in Intuit in Q2 2025 and has held it in 2 quarters since.
  • Aletheian Wealth Advisors's Intuit position peaked at $249K in Q2 2025.
  • 2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

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