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Brown Financial Advisors’s Intuit INTU Stock Holding History

Brown Financial 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
-1,743
Closed -$1.37M – 157
2025
Q2 		$1.37M Sell
1,743
-436
-20% -$295K 0.54% 68
2025
Q1 		$1.34M Buy
2,179
+359
+20% +$216K 0.55% 67
2024
Q4 		$1.14M Buy
1,820
+181
+11% +$116K 0.46% 67
2024
Q3 		$1.02M Buy
1,639
+15
+0.9% +$9.57K 0.42% 77
2024
Q2 		$1.07M Buy
+1,624
New +$1.01M 0.48% 70

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

Brown Financial Advisors's INTU Position: Q3 2025 in Review

Brown Financial Advisors sold out of Intuit (INTU) in Q3 2025, closing a stake of 1,743 shares — an estimated $1.37M sold.

Brown Financial Advisors first reported a position in INTU in Q2 2024 and held it in 5 quarters. The position peaked at $1.37M in Q2 2025. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Brown Financial Advisors reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • Brown Financial Advisors sold 1,743 Intuit shares in Q3 2025, an estimated $1.37M.
  • Brown Financial Advisors first reported a position in Intuit in Q2 2024 and held it in 5 quarters.
  • Brown Financial Advisors's Intuit position peaked at $1.37M in Q2 2025.
  • 2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Brown Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.