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Alpha Cubed Investments’s Intuit INTU Stock Holding History

Alpha Cubed Investments’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 		$223K Sell
336
-5
-1% -$3.3K 0.01% 266
2025
Q3 		$233K Sell
341
-19
-5% -$13.7K 0.01% 259
2025
Q2 		$284K Buy
+360
New +$244K 0.01% 236
2025
Q1 		– Sell
-329
Closed -$207K – 309
2024
Q4 		$207K Buy
+329
New +$210K 0.01% 244

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

Alpha Cubed Investments's INTU Position: Q4 2025 in Review

Alpha Cubed Investments reduced its Intuit (INTU) stake by 1.5% in Q4 2025, selling an estimated $3.3K and leaving 336 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #266.

Alpha Cubed Investments first reported a position in INTU in Q4 2024 and has held it in 4 quarters since. The position peaked at $284K in Q2 2025. 2,263 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Alpha Cubed Investments held 336 shares of Intuit worth $223K as of Q4 2025.
  • Alpha Cubed Investments sold 5 Intuit shares in Q4 2025, an estimated $3.3K.
  • Intuit made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #266 holding.
  • Alpha Cubed Investments first reported a position in Intuit in Q4 2024 and has held it in 4 quarters since.
  • Alpha Cubed Investments's Intuit position peaked at $284K in Q2 2025.
  • 2,263 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.