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Carolinas Wealth Consulting’s Intuit INTU Stock Holding History

Carolinas Wealth Consulting’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
-282
Closed -$173K – 457
2025
Q1 		$173K Sell
282
-66
-19% -$39.6K 0.04% 189
2024
Q4 		$219K Sell
348
-55
-14% -$35.1K 0.04% 176
2024
Q3 		$250K Sell
403
-53
-12% -$33.8K 0.05% 166
2024
Q2 		$299K Buy
456
+31
+7% +$19.2K 0.06% 141
2024
Q1 		$276K Buy
425
+282
+197% +$180K 0.05% 140
2023
Q4 		$89.6K Hold
143
– – 0.02% 246
2023
Q3 		$70.6K Sell
143
-14
-9% -$7.08K 0.02% 269
2023
Q2 		$72.1K Sell
157
-265
-63% -$116K 0.01% 304
2023
Q1 		$188K Buy
422
+83
+24% +$34.1K 0.04% 178
2022
Q4 		$132K Buy
339
+6
+2% +$2.38K 0.03% 219
2022
Q3 		$129K Buy
333
+60
+22% +$25.9K 0.03% 204
2022
Q2 		$105K Buy
273
+51
+23% +$21.1K 0.03% 239
2022
Q1 		$107K Buy
222
+43
+24% +$22K 0.02% 252
2021
Q4 		$115K Buy
179
+7
+4% +$4.32K 0.03% 245
2021
Q3 		$93K Sell
172
-20
-10% -$10.8K 0.02% 254
2021
Q2 		$94K Sell
192
-17
-8% -$7.37K 0.02% 269
2021
Q1 		$80K Sell
209
-68
-25% -$26.2K 0.02% 288
2020
Q4 		$105K Sell
277
-158
-36% -$55.5K 0.03% 227
2020
Q3 		$142K Buy
435
+430
+8,600% +$135K 0.05% 158
2020
Q2 		$1K Buy
+5
New +$1.37K ﹤0.01% 577

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's INTU Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Intuit (INTU) in Q2 2025, closing a stake of 282 shares — an estimated $173K sold.

Carolinas Wealth Consulting first reported a position in INTU in Q2 2020 and held it in 20 quarters. The position peaked at $299K in Q2 2024. 2,208 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 282 Intuit shares in Q2 2025, an estimated $173K.
  • Carolinas Wealth Consulting first reported a position in Intuit in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Intuit position peaked at $299K in Q2 2024.
  • 2,208 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.