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Castle Rock Wealth Management’s Intuit INTU Stock Holding History

Castle Rock 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
-367
Closed -$248K – 270
2025
Q3 		$248K Sell
367
-10
-3% -$7.21K 0.05% 233
2025
Q2 		$289K Buy
377
+2
+0.5% +$1.35K 0.07% 211
2025
Q1 		$230K Buy
375
+3
+0.8% +$1.8K 0.06% 215
2024
Q4 		$219K Sell
372
-3
-0.8% -$1.92K 0.05% 221
2024
Q3 		$227K Buy
375
+5
+1% +$3.19K 0.05% 228
2024
Q2 		$241K Buy
370
+1
+0.3% +$620 0.06% 219
2024
Q1 		$227K Buy
369
+1
+0.3% +$638 0.06% 219
2023
Q4 		$217K Buy
+368
New +$203K 0.07% 219
2021
Q4 		– Sell
-368
Closed -$226K – 266
2021
Q3 		$226K Buy
+368
New +$198K 0.08% 240

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

Castle Rock Wealth Management's INTU Position: Q4 2025 in Review

Castle Rock Wealth Management sold out of Intuit (INTU) in Q4 2025, closing a stake of 367 shares — an estimated $248K sold.

Castle Rock Wealth Management first reported a position in INTU in Q3 2021 and held it in 9 quarters. The position peaked at $289K in Q2 2025. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Castle Rock Wealth Management reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
  • Castle Rock Wealth Management sold 367 Intuit shares in Q4 2025, an estimated $248K.
  • Castle Rock Wealth Management first reported a position in Intuit in Q3 2021 and held it in 9 quarters.
  • Castle Rock Wealth Management's Intuit position peaked at $289K in Q2 2025.
  • 2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Castle Rock Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.