Atala Financial’s Intuit INTU Stock Holding History

Atala 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 Q2	–	Sell	-111	Closed	-$68.2K	–	277
2025 Q1	$68.2K	Hold	111	–	–	0.05%	161
2024 Q4	$69.8K	Buy	+111	New	+$70.9K	0.05%	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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Atala Financial's INTU Position: Q2 2025 in Review

Atala Financial sold out of Intuit (INTU) in Q2 2025, closing a stake of 111 shares — an estimated $68.2K sold.

Atala Financial first reported a position in INTU in Q4 2024 and held it in 2 quarters. The position peaked at $69.8K in Q4 2024. 2,208 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

Atala Financial reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 111 Intuit shares in Q2 2025, an estimated $68.2K.
Atala Financial first reported a position in Intuit in Q4 2024 and held it in 2 quarters.
Atala Financial's Intuit position peaked at $69.8K in Q4 2024.
2,208 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.