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Bellwether Advisors’s Intuit INTU Stock Holding History

Bellwether Advisors’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
-47
Closed -$37K – 342
2025
Q2 		$37K Buy
+47
New +$31.8K 0.01% 241
2024
Q4 		– Sell
-6,055
Closed -$3.76M – 515
2024
Q3 		$3.76M Buy
+6,055
New +$3.87M 0.72% 33
2022
Q4 		– Sell
-16
Closed -$6K – 502
2022
Q3 		$6K Buy
+16
New +$6.91K ﹤0.01% 307

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bellwether Advisors's INTU Position: Q3 2025 in Review

Bellwether Advisors sold out of Intuit (INTU) in Q3 2025, closing a stake of 47 shares — an estimated $37K sold.

Bellwether Advisors first reported a position in INTU in Q3 2022 and held it in 3 quarters. The position peaked at $3.76M in Q3 2024. 2,196 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Bellwether Advisors reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 47 Intuit shares in Q3 2025, an estimated $37K.
  • Bellwether Advisors first reported a position in Intuit in Q3 2022 and held it in 3 quarters.
  • Bellwether Advisors's Intuit position peaked at $3.76M in Q3 2024.
  • 2,196 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.