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Breakwater Investment Management’s Intuit INTU Stock Holding History

Breakwater Investment Management’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
-3
Closed -$2.05K – 559
2025
Q3 		$2.05K Buy
3
+1
+50% +$721 ﹤0.01% 281
2025
Q2 		$1.58K Hold
2
– – ﹤0.01% 274
2025
Q1 		$1.23K Hold
2
– – ﹤0.01% 278
2024
Q4 		$1.26K Hold
2
– – ﹤0.01% 270
2024
Q3 		$1.24K Hold
2
– – ﹤0.01% 268
2024
Q2 		$1.31K Hold
2
– – ﹤0.01% 278
2024
Q1 		$1.3K Buy
+2
New +$1.28K ﹤0.01% 270

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

Breakwater Investment Management's INTU Position: Q4 2025 in Review

Breakwater Investment Management sold out of Intuit (INTU) in Q4 2025, closing a stake of 3 shares — an estimated $2.05K sold.

Breakwater Investment Management first reported a position in INTU in Q1 2024 and held it in 7 quarters. The position peaked at $2.05K in Q3 2025. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Breakwater Investment Management reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
  • Breakwater Investment Management sold 3 Intuit shares in Q4 2025, an estimated $2.05K.
  • Breakwater Investment Management first reported a position in Intuit in Q1 2024 and held it in 7 quarters.
  • Breakwater Investment Management's Intuit position peaked at $2.05K in Q3 2025.
  • 2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Breakwater Investment Management's 13F filing for Q4 2025, filed 2 Feb 2026.