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Congress Wealth Management’s Intuit INTU Stock Holding History

Congress 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 		$4.01M Buy
5,099
+1,011
+25% +$684K 0.04% 429
2025
Q1 		$2.51M Sell
4,088
-26,119
-86% -$15.7M 0.03% 448
2024
Q4 		$19M Buy
30,207
+584
+2% +$373K 0.26% 108
2024
Q3 		$18.4M Buy
29,623
+659
+2% +$421K 0.25% 111
2024
Q2 		$19M Buy
28,964
+1,328
+5% +$824K 0.3% 84
2024
Q1 		$18M Buy
27,636
+252
+0.9% +$161K 0.31% 83
2023
Q4 		$17.1M Buy
27,384
+617
+2% +$340K 0.31% 76
2023
Q3 		$13.7M Buy
26,767
+852
+3% +$431K 0.28% 91
2023
Q2 		$11.9M Buy
25,915
+195
+0.8% +$85.4K 0.28% 112
2023
Q1 		$11.5M Buy
25,720
+972
+4% +$399K 0.28% 106
2022
Q4 		$9.63M Sell
24,748
-638
-3% -$253K 0.25% 127
2022
Q3 		$9.83M Buy
25,386
+997
+4% +$431K 0.27% 107
2022
Q2 		$9.4M Sell
24,389
-91
-0.4% -$37.7K 0.24% 126
2022
Q1 		$11.8M Buy
24,480
+603
+3% +$309K 0.26% 101
2021
Q4 		$15.4M Buy
+23,877
New +$14.7M 0.31% 85

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's INTU Position: Q2 2025 in Review

Congress Wealth Management increased its Intuit (INTU) stake by 25% in Q2 2025, buying an estimated $684K and bringing the position to 5,099 shares worth $4.01M. The position accounts for 0.04% of the portfolio, ranked #429.

Congress Wealth Management first reported a position in INTU in Q4 2021 and has held it in 15 quarters since. The position peaked at $19M in Q2 2024. 2,211 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

  • Congress Wealth Management held 5,099 shares of Intuit worth $4.01M as of Q2 2025.
  • Congress Wealth Management bought 1,011 Intuit shares in Q2 2025, an estimated $684K.
  • Intuit made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #429 holding.
  • Congress Wealth Management first reported a position in Intuit in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Intuit position peaked at $19M in Q2 2024.
  • 2,211 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

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