Detalus Advisors’s Intuit INTU Stock Holding History

Detalus 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 Q3	–	Sell	-262	Closed	-$206K	–	181
2025 Q2	$206K	Buy	+262	New	+$177K	0.06%	166

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Detalus Advisors's INTU Position: Q3 2025 in Review

Detalus Advisors sold out of Intuit (INTU) in Q3 2025, closing a stake of 262 shares — an estimated $206K sold.

Detalus Advisors first reported a position in INTU in Q2 2025 and held it in 1 quarter. The position peaked at $206K in Q2 2025. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

Detalus Advisors reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
Detalus Advisors sold 262 Intuit shares in Q3 2025, an estimated $206K.
Detalus Advisors first reported a position in Intuit in Q2 2025 and held it in 1 quarter.
Detalus Advisors's Intuit position peaked at $206K in Q2 2025.
2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Detalus Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.