Cherry Tree Wealth Management’s Intuit INTU Stock Holding History

Cherry Tree 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	-33	Closed	-$20.3K	–	675
2025 Q1	$20.3K	Hold	33	–	–	﹤0.01%	351
2024 Q4	$20.7K	Hold	33	–	–	0.01%	335
2024 Q3	$20.5K	Hold	33	–	–	﹤0.01%	342
2024 Q2	$21.7K	Buy	33 +28	+560%	+$17.4K	0.01%	318
2024 Q1	$3.25K	Hold	5	–	–	﹤0.01%	472
2023 Q4	$3.13K	Hold	5	–	–	﹤0.01%	468
2023 Q3	$2.56K	Hold	5	–	–	﹤0.01%	466
2023 Q2	$2.29K	Buy	+5	New	+$2.19K	﹤0.01%	482

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cherry Tree Wealth Management's INTU Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Intuit (INTU) in Q2 2025, closing a stake of 33 shares — an estimated $20.3K sold.

Cherry Tree Wealth Management first reported a position in INTU in Q2 2023 and held it in 8 quarters. The position peaked at $21.7K in Q2 2024. 2,211 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

Cherry Tree Wealth Management reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 33 Intuit shares in Q2 2025, an estimated $20.3K.
Cherry Tree Wealth Management first reported a position in Intuit in Q2 2023 and held it in 8 quarters.
Cherry Tree Wealth Management's Intuit position peaked at $21.7K in Q2 2024.
2,211 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.