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Apexium Financial’s Intuit INTU Stock Holding History

Apexium Financial’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 		$561K Buy
821
+12
+1% +$8.65K 0.03% 182
2025
Q2 		$637K Buy
809
+25
+3% +$16.9K 0.03% 160
2025
Q1 		$481K Buy
784
+389
+98% +$234K 0.03% 175
2024
Q4 		$248K Buy
+395
New +$252K 0.02% 231
2024
Q3 		– Sell
-305
Closed -$200K – 243
2024
Q2 		$200K Sell
305
-49
-14% -$30.4K 0.01% 219
2024
Q1 		$230K Buy
+354
New +$226K 0.02% 208

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

Apexium Financial's INTU Position: Q3 2025 in Review

Apexium Financial increased its Intuit (INTU) stake by 1.5% in Q3 2025, buying an estimated $8.65K and bringing the position to 821 shares worth $561K. The position accounts for 0.03% of the portfolio, ranked #182.

Apexium Financial first reported a position in INTU in Q1 2024 and has held it in 6 quarters since. The position peaked at $637K in Q2 2025. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Apexium Financial held 821 shares of Intuit worth $561K as of Q3 2025.
  • Apexium Financial bought 12 Intuit shares in Q3 2025, an estimated $8.65K.
  • Intuit made up 0.03% of Apexium Financial's portfolio in Q3 2025, its #182 holding.
  • Apexium Financial first reported a position in Intuit in Q1 2024 and has held it in 6 quarters since.
  • Apexium Financial's Intuit position peaked at $637K in Q2 2025.
  • 2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.