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Austin Private Wealth’s Intuit INTU Stock Holding History

Austin Private Wealth’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 		$1.29M Sell
1,940
-29
-1% -$19.2K 0.1% 94
2025
Q3 		$1.34M Sell
1,969
-79
-4% -$56.9K 0.1% 97
2025
Q2 		$1.61M Sell
2,048
-195
-9% -$132K 0.13% 90
2025
Q1 		$1.38M Sell
2,243
-46
-2% -$27.6K 0.12% 83
2024
Q4 		$1.44M Buy
2,289
+1,331
+139% +$850K 0.13% 64
2024
Q3 		$595K Buy
958
+13
+1% +$8.3K 0.06% 127
2024
Q2 		$621K Buy
945
+46
+5% +$28.5K 0.07% 106
2024
Q1 		$560K Sell
899
-14
-2% -$8.94K 0.06% 112
2023
Q4 		$571K Buy
913
+489
+115% +$270K 0.07% 93
2023
Q3 		$217K Buy
+424
New +$215K 0.03% 156

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Austin Private Wealth's INTU Position: Q4 2025 in Review

Austin Private Wealth reduced its Intuit (INTU) stake by 1.5% in Q4 2025, selling an estimated $19.2K and leaving 1,940 shares worth $1.29M. The position accounts for 0.1% of the portfolio, ranked #94.

Austin Private Wealth first reported a position in INTU in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.61M in Q2 2025. 2,263 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Austin Private Wealth held 1,940 shares of Intuit worth $1.29M as of Q4 2025.
  • Austin Private Wealth sold 29 Intuit shares in Q4 2025, an estimated $19.2K.
  • Intuit made up 0.1% of Austin Private Wealth's portfolio in Q4 2025, its #94 holding.
  • Austin Private Wealth first reported a position in Intuit in Q3 2023 and has held it in 10 quarters since.
  • Austin Private Wealth's Intuit position peaked at $1.61M in Q2 2025.
  • 2,263 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.