Bordeaux Wealth Advisors’s Intuit INTU Stock Holding History

Bordeaux Wealth 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 Q2	$343K	Buy	+435	New	+$294K	0.04%	116
2022 Q3	–	Sell	-545	Closed	-$210K	–	87
2022 Q2	$210K	Buy	+545	New	+$226K	0.14%	78
2022 Q1	–	Sell	-473	Closed	-$304K	–	93
2021 Q4	$304K	Buy	+473	New	+$292K	0.14%	78

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bordeaux Wealth Advisors's INTU Position: Q2 2025 in Review

Bordeaux Wealth Advisors opened a new position in Intuit (INTU) in Q2 2025: 435 shares worth $343K. The stake represents 0.04% of the portfolio and ranks #116 among its holdings. This is a return to the name: Bordeaux Wealth Advisors previously reported a position in INTU as recently as Q2 2022.

Bordeaux Wealth Advisors first reported a position in INTU in Q4 2021 and has held it in 3 quarters since. 2,209 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

Bordeaux Wealth Advisors held 435 shares of Intuit worth $343K as of Q2 2025.
Intuit was a new Bordeaux Wealth Advisors position in Q2 2025.
Intuit made up 0.04% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #116 holding.
Bordeaux Wealth Advisors first reported a position in Intuit in Q4 2021 and has held it in 3 quarters since.
2,209 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.