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Creekmur Asset Management’s Intuit INTU Stock Holding History

Creekmur Asset 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
Q3 		$234K Sell
342
-163
-32% -$117K 0.04% 180
2025
Q2 		$398K Buy
505
+130
+35% +$88K 0.07% 145
2025
Q1 		$230K Buy
375
+350
+1,400% +$210K 0.05% 177
2024
Q4 		$15.7K Sell
25
-3
-11% -$1.92K ﹤0.01% 369
2024
Q3 		$17.4K Buy
28
+3
+12% +$1.92K ﹤0.01% 366
2024
Q2 		$16.4K Sell
25
-1
-4% -$620 ﹤0.01% 414
2024
Q1 		$16.9K Buy
+26
New +$16.6K 0.01% 400

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

Creekmur Asset Management's INTU Position: Q3 2025 in Review

Creekmur Asset Management reduced its Intuit (INTU) stake by 32% in Q3 2025, selling an estimated $117K and leaving 342 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #180.

Creekmur Asset Management first reported a position in INTU in Q1 2024 and has held it in 7 quarters since. The position peaked at $398K in Q2 2025. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Creekmur Asset Management held 342 shares of Intuit worth $234K as of Q3 2025.
  • Creekmur Asset Management sold 163 Intuit shares in Q3 2025, an estimated $117K.
  • Intuit made up 0.04% of Creekmur Asset Management's portfolio in Q3 2025, its #180 holding.
  • Creekmur Asset Management first reported a position in Intuit in Q1 2024 and has held it in 7 quarters since.
  • Creekmur Asset Management's Intuit position peaked at $398K in Q2 2025.
  • 2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.