ARS Wealth Advisors Group’s Intuit INTU Stock Holding History

ARS Wealth Advisors Group’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	-330	Closed	-$225K	–	196
2025 Q3	$225K	Buy	330 +22	+7%	+$15.9K	0.02%	180
2025 Q2	$243K	Buy	+308	New	+$208K	0.03%	164

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ARS Wealth Advisors Group's INTU Position: Q4 2025 in Review

ARS Wealth Advisors Group sold out of Intuit (INTU) in Q4 2025, closing a stake of 330 shares — an estimated $225K sold.

ARS Wealth Advisors Group first reported a position in INTU in Q2 2025 and held it in 2 quarters. The position peaked at $243K in Q2 2025. 2,259 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

ARS Wealth Advisors Group reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
ARS Wealth Advisors Group sold 330 Intuit shares in Q4 2025, an estimated $225K.
ARS Wealth Advisors Group first reported a position in Intuit in Q2 2025 and held it in 2 quarters.
ARS Wealth Advisors Group's Intuit position peaked at $243K in Q2 2025.
2,259 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on ARS Wealth Advisors Group's 13F filing for Q4 2025, filed 12 Jan 2026.