Astoria Portfolio Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-846
Closed -$556K 317
2025
Q3
$556K Buy
846
+504
+147% +$363K 0.15% 123
2025
Q2
$267K Sell
342
-1
-0.3% -$677 0.08% 204
2025
Q1
$204K Buy
+343
New +$206K 0.07% 230
2023
Q3
Sell
-502
Closed -$242K 178
2023
Q2
$242K Buy
+502
New +$220K 0.09% 166

Other funds holding INTU

Astoria Portfolio Advisors's INTU Position: Q4 2025 in Review

Astoria Portfolio Advisors sold out of Intuit (INTU) in Q4 2025, closing a stake of 846 shares — an estimated $556K sold.

Astoria Portfolio Advisors first reported a position in INTU in Q2 2023 and held it in 4 quarters. The position peaked at $556K in Q3 2025. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Astoria Portfolio Advisors reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 846 Intuit shares in Q4 2025, an estimated $556K.
  • Astoria Portfolio Advisors first reported a position in Intuit in Q2 2023 and held it in 4 quarters.
  • Astoria Portfolio Advisors's Intuit position peaked at $556K in Q3 2025.
  • 2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.