Compass Ion Advisors’s Intuit INTU Stock Holding History

Compass Ion Advisors’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	-375	Closed	-$230K	–	271
2025 Q1	$230K	Buy	375 +5	+1%	+$3K	0.03%	235
2024 Q4	$233K	Sell	370 -4	-1%	-$2.56K	0.03%	236
2024 Q3	$232K	Sell	374 -10	-3%	-$6.38K	0.03%	234
2024 Q2	$250K	Hold	384	–	–	0.04%	203
2024 Q1	$250K	Hold	384	–	–	0.04%	203
2023 Q4	$240K	Sell	384 -17	-4%	-$9.38K	0.04%	207
2023 Q3	$205K	Buy	+401	New	+$203K	0.04%	215

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

Compass Ion Advisors's INTU Position: Q2 2025 in Review

Compass Ion Advisors sold out of Intuit (INTU) in Q2 2025, closing a stake of 375 shares — an estimated $230K sold.

Compass Ion Advisors first reported a position in INTU in Q3 2023 and held it in 7 quarters. The position peaked at $250K in Q2 2024. 2,211 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

Compass Ion Advisors reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
Compass Ion Advisors sold 375 Intuit shares in Q2 2025, an estimated $230K.
Compass Ion Advisors first reported a position in Intuit in Q3 2023 and held it in 7 quarters.
Compass Ion Advisors's Intuit position peaked at $250K in Q2 2024.
2,211 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Compass Ion Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.