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Country Club Bank’s Intuit INTU Stock Holding History

Country Club Bank’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 		$403K Sell
580
-7
-1% -$5.05K 0.02% 278
2025
Q2 		$456K Buy
587
+7
+1% +$4.74K 0.03% 268
2025
Q1 		$347K Hold
580
– – 0.02% 280
2024
Q4 		$366K Sell
580
-65
-10% -$41.5K 0.02% 274
2024
Q3 		$399K Buy
+645
New +$412K 0.03% 265

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 $1.56T 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

Country Club Bank's INTU Position: Q3 2025 in Review

Country Club Bank reduced its Intuit (INTU) stake by 1.2% in Q3 2025, selling an estimated $5.05K and leaving 580 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #278.

Country Club Bank first reported a position in INTU in Q3 2024 and has held it in 5 quarters since. The position peaked at $456K in Q2 2025. 2,195 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Country Club Bank held 580 shares of Intuit worth $403K as of Q3 2025.
  • Country Club Bank sold 7 Intuit shares in Q3 2025, an estimated $5.05K.
  • Intuit made up 0.02% of Country Club Bank's portfolio in Q3 2025, its #278 holding.
  • Country Club Bank first reported a position in Intuit in Q3 2024 and has held it in 5 quarters since.
  • Country Club Bank's Intuit position peaked at $456K in Q2 2025.
  • 2,195 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.