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BBR Partners’s Intuit INTU Stock Holding History

BBR 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
Q3 		– Sell
-511
Closed -$402K – 272
2025
Q2 		$402K Sell
511
-5
-1% -$3.38K 0.03% 161
2025
Q1 		$317K Buy
516
+22
+4% +$13.2K 0.02% 175
2024
Q4 		$310K Sell
494
-102
-17% -$65.2K 0.02% 192
2024
Q3 		$370K Sell
596
-21
-3% -$13.4K 0.03% 160
2024
Q2 		$406K Sell
617
-763
-55% -$473K 0.03% 130
2024
Q1 		$897K Buy
1,380
+305
+28% +$195K 0.07% 96
2023
Q4 		$672K Buy
+1,075
New +$593K 0.07% 88

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BBR Partners's INTU Position: Q3 2025 in Review

BBR Partners sold out of Intuit (INTU) in Q3 2025, closing a stake of 511 shares — an estimated $402K sold.

BBR Partners first reported a position in INTU in Q4 2023 and held it in 7 quarters. The position peaked at $897K in Q1 2024. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • BBR Partners reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • BBR Partners sold 511 Intuit shares in Q3 2025, an estimated $402K.
  • BBR Partners first reported a position in Intuit in Q4 2023 and held it in 7 quarters.
  • BBR Partners's Intuit position peaked at $897K in Q1 2024.
  • 2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on BBR Partners's 13F filing for Q3 2025, filed 7 Nov 2025.