Capital A Wealth Management’s Intuit INTU Stock Holding History

Capital A 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 Q2	–	Sell	-479	Closed	-$294K	–	633
2025 Q1	$294K	Buy	479 +72	+18%	+$43.2K	0.31%	39
2024 Q4	$256K	Buy	+407	New	+$260K	0.42%	56

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

Capital A Wealth Management's INTU Position: Q2 2025 in Review

Capital A Wealth Management sold out of Intuit (INTU) in Q2 2025, closing a stake of 479 shares — an estimated $294K sold.

Capital A Wealth Management first reported a position in INTU in Q4 2024 and held it in 2 quarters. The position peaked at $294K in Q1 2025. 2,209 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

Capital A Wealth Management reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 479 Intuit shares in Q2 2025, an estimated $294K.
Capital A Wealth Management first reported a position in Intuit in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's Intuit position peaked at $294K in Q1 2025.
2,209 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.