AGC
INTU icon

Aspen Grove Capital’s Intuit INTU Stock Holding History

Aspen Grove Capital’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
-315
Closed -$248K – 226
2025
Q2 		$248K Buy
+315
New +$213K 0.04% 194
2023
Q3 		– Sell
-1,338
Closed -$613K – 192
2023
Q2 		$613K Buy
1,338
+78
+6% +$34.2K 0.2% 96
2023
Q1 		$562K Buy
+1,260
New +$517K 0.25% 84

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

Aspen Grove Capital's INTU Position: Q3 2025 in Review

Aspen Grove Capital sold out of Intuit (INTU) in Q3 2025, closing a stake of 315 shares — an estimated $248K sold.

Aspen Grove Capital first reported a position in INTU in Q1 2023 and held it in 3 quarters. The position peaked at $613K in Q2 2023. 2,196 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Aspen Grove Capital reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • Aspen Grove Capital sold 315 Intuit shares in Q3 2025, an estimated $248K.
  • Aspen Grove Capital first reported a position in Intuit in Q1 2023 and held it in 3 quarters.
  • Aspen Grove Capital's Intuit position peaked at $613K in Q2 2023.
  • 2,196 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Aspen Grove Capital's 13F filing for Q3 2025, filed 14 Nov 2025.