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Balboa Wealth Partners’s Intuit INTU Stock Holding History

Balboa Wealth Partners’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 		– Sell
-444
Closed -$303K – 442
2025
Q3 		$303K Buy
444
+147
+49% +$106K 0.05% 267
2025
Q2 		$234K Buy
+297
New +$201K 0.05% 297
2024
Q4 		– Sell
-410
Closed -$254K – 365
2024
Q3 		$254K Sell
410
-30
-7% -$19.1K 0.06% 215
2024
Q2 		$289K Buy
440
+112
+34% +$69.5K 0.08% 196
2024
Q1 		$213K Buy
+328
New +$209K 0.06% 221

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

Balboa Wealth Partners's INTU Position: Q4 2025 in Review

Balboa Wealth Partners sold out of Intuit (INTU) in Q4 2025, closing a stake of 444 shares — an estimated $303K sold.

Balboa Wealth Partners first reported a position in INTU in Q1 2024 and held it in 5 quarters. The position peaked at $303K in Q3 2025. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Balboa Wealth Partners reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 444 Intuit shares in Q4 2025, an estimated $303K.
  • Balboa Wealth Partners first reported a position in Intuit in Q1 2024 and held it in 5 quarters.
  • Balboa Wealth Partners's Intuit position peaked at $303K in Q3 2025.
  • 2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Balboa Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.