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Concentric Capital Strategies’s Intuit INTU Stock Holding History

Concentric Capital Strategies’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
Q3 		– Sell
-11,070
Closed -$8.72M – 360
2025
Q2 		$8.72M Buy
+11,070
New +$7.49M 0.39% 80
2024
Q3 		– Sell
-861
Closed -$566K – 325
2024
Q2 		$566K Buy
+861
New +$534K 0.03% 274
2023
Q4 		– Sell
-3,170
Closed -$1.62M – 268
2023
Q3 		$1.62M Buy
+3,170
New +$1.6M 0.17% 115

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concentric Capital Strategies's INTU Position: Q3 2025 in Review

Concentric Capital Strategies sold out of Intuit (INTU) in Q3 2025, closing a stake of 11,070 shares — an estimated $8.72M sold.

Concentric Capital Strategies first reported a position in INTU in Q3 2023 and held it in 3 quarters. The position peaked at $8.72M in Q2 2025. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Concentric Capital Strategies reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • Concentric Capital Strategies sold 11,070 Intuit shares in Q3 2025, an estimated $8.72M.
  • Concentric Capital Strategies first reported a position in Intuit in Q3 2023 and held it in 3 quarters.
  • Concentric Capital Strategies's Intuit position peaked at $8.72M in Q2 2025.
  • 2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Concentric Capital Strategies's 13F filing for Q3 2025, filed 14 Nov 2025.