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Atria Wealth Solutions’s Intuit INTU Stock Holding History

Atria Wealth Solutions’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 		$1.16M Sell
1,469
-3,933
-73% -$2.66M 0.03% 589
2025
Q1 		$3.32M Sell
5,402
-839
-13% -$504K 0.04% 460
2024
Q4 		$3.92M Buy
6,241
+804
+15% +$514K 0.04% 424
2024
Q3 		$3.38M Sell
5,437
-82
-1% -$52.3K 0.04% 456
2024
Q2 		$3.63M Sell
5,519
-1,585
-22% -$983K 0.04% 425
2024
Q1 		$4.62M Buy
7,104
+369
+5% +$236K 0.05% 358
2023
Q4 		$4.21M Sell
6,735
-145
-2% -$80K 0.05% 359
2023
Q3 		$3.52M Buy
6,880
+272
+4% +$138K 0.05% 385
2023
Q2 		$3.03M Buy
6,608
+746
+13% +$327K 0.04% 440
2023
Q1 		$2.61M Buy
5,862
+474
+9% +$195K 0.04% 450
2022
Q4 		$2.1M Buy
5,388
+550
+11% +$218K 0.03% 498
2022
Q3 		$1.87M Buy
4,838
+2,337
+93% +$1.01M 0.03% 508
2022
Q2 		$964K Sell
2,501
-3,887
-61% -$1.61M 0.02% 710
2022
Q1 		$3.07M Buy
+6,388
New +$3.27M 0.05% 362

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's INTU Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Intuit (INTU) stake by 73% in Q2 2025, selling an estimated $2.66M and leaving 1,469 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #589.

Atria Wealth Solutions first reported a position in INTU in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.62M in Q1 2024. 2,211 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

  • Atria Wealth Solutions held 1,469 shares of Intuit worth $1.16M as of Q2 2025.
  • Atria Wealth Solutions sold 3,933 Intuit shares in Q2 2025, an estimated $2.66M.
  • Intuit made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #589 holding.
  • Atria Wealth Solutions first reported a position in Intuit in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Intuit position peaked at $4.62M in Q1 2024.
  • 2,211 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.