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Amplius Wealth Advisors’s Intuit INTU Stock Holding History

Amplius 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 		– Sell
-442
Closed -$348K – 191
2025
Q2 		$348K Buy
442
+18
+4% +$12.2K 0.03% 145
2025
Q1 		$260K Buy
424
+16
+4% +$9.61K 0.03% 150
2024
Q4 		$256K Sell
408
-9
-2% -$5.75K 0.03% 150
2024
Q3 		$259K Sell
417
-2
-0.5% -$1.28K 0.03% 146
2024
Q2 		$275K Sell
419
-27
-6% -$16.7K 0.03% 138
2024
Q1 		$290K Buy
446
+40
+10% +$25.5K 0.03% 132
2023
Q4 		$254K Sell
406
-3
-0.7% -$1.66K 0.03% 140
2023
Q3 		$209K Buy
+409
New +$207K 0.03% 150
2022
Q4 		– Sell
-1,315
Closed -$509K – 173
2022
Q3 		$509K Buy
1,315
+109
+9% +$47.1K 0.09% 82
2022
Q2 		$464K Buy
1,206
+139
+13% +$57.6K 0.08% 95
2022
Q1 		$513K Sell
1,067
-37
-3% -$18.9K 0.08% 99
2021
Q4 		$710K Buy
+1,104
New +$681K 0.1% 83

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Amplius Wealth Advisors sold out of Intuit (INTU) in Q3 2025, closing a stake of 442 shares — an estimated $348K sold.

Amplius Wealth Advisors first reported a position in INTU in Q4 2021 and held it in 12 quarters. The position peaked at $710K in Q4 2021. 2,196 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Amplius Wealth Advisors reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • Amplius Wealth Advisors sold 442 Intuit shares in Q3 2025, an estimated $348K.
  • Amplius Wealth Advisors first reported a position in Intuit in Q4 2021 and held it in 12 quarters.
  • Amplius Wealth Advisors's Intuit position peaked at $710K in Q4 2021.
  • 2,196 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Amplius Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.