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Brown Miller Wealth Management’s Intuit INTU Stock Holding History

Brown Miller Wealth 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
-464
Closed -$317K – 199
2025
Q3 		$317K Buy
464
+46
+11% +$33.2K 0.09% 160
2025
Q2 		$329K Buy
+418
New +$283K 0.1% 153

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Miller Wealth Management's INTU Position: Q4 2025 in Review

Brown Miller Wealth Management sold out of Intuit (INTU) in Q4 2025, closing a stake of 464 shares — an estimated $317K sold.

Brown Miller Wealth Management first reported a position in INTU in Q2 2025 and held it in 2 quarters. The position peaked at $329K in Q2 2025. 2,258 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Brown Miller Wealth Management reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
  • Brown Miller Wealth Management sold 464 Intuit shares in Q4 2025, an estimated $317K.
  • Brown Miller Wealth Management first reported a position in Intuit in Q2 2025 and held it in 2 quarters.
  • Brown Miller Wealth Management's Intuit position peaked at $329K in Q2 2025.
  • 2,258 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Brown Miller Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.