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Arete Wealth Advisors’s Intuit INTU Stock Holding History

Arete 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
Q4 		– Sell
-443
Closed -$302K – 540
2025
Q3 		$302K Sell
443
-1,429
-76% -$1.03M 0.02% 601
2025
Q2 		$1.48M Buy
1,872
+891
+91% +$603K 0.1% 192
2025
Q1 		$602K Buy
981
+47
+5% +$28.2K 0.05% 339
2024
Q4 		$587K Buy
934
+394
+73% +$252K 0.04% 364
2024
Q3 		$334K Buy
540
+90
+20% +$57.4K 0.03% 489
2024
Q2 		$296K Buy
+450
New +$279K 0.02% 528
2024
Q1 		– Sell
-411
Closed -$257K – 533
2023
Q4 		$257K Sell
411
-11
-3% -$6.07K 0.02% 592
2023
Q3 		$216K Buy
+422
New +$214K 0.04% 419

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

Arete Wealth Advisors's INTU Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Intuit (INTU) in Q4 2025, closing a stake of 443 shares — an estimated $302K sold.

Arete Wealth Advisors first reported a position in INTU in Q3 2023 and held it in 8 quarters. The position peaked at $1.48M in Q2 2025. 2,267 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 443 Intuit shares in Q4 2025, an estimated $302K.
  • Arete Wealth Advisors first reported a position in Intuit in Q3 2023 and held it in 8 quarters.
  • Arete Wealth Advisors's Intuit position peaked at $1.48M in Q2 2025.
  • 2,267 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.