EFG Asset Management (Americas)’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.34M Sell
9,288
-1,937
-17% -$1.4M 1.1% 25
2025
Q2
$8.84M Buy
11,225
+6
+0.1% +$4.06K 1.63% 14
2025
Q1
$6.89M Sell
11,219
-86
-0.8% -$51.6K 1.39% 20
2024
Q4
$7.11M Sell
11,305
-230
-2% -$147K 1.38% 21
2024
Q3
$7.16M Sell
11,535
-505
-4% -$322K 1.4% 24
2024
Q2
$7.91M Buy
12,040
+3,564
+42% +$2.21M 1.55% 19
2024
Q1
$5.51M Sell
8,476
-1,066
-11% -$680K 1.68% 15
2023
Q4
$5.96M Buy
9,542
+2,336
+32% +$1.29M 1.29% 25
2023
Q3
$3.68M Buy
7,206
+22
+0.3% +$11.1K 0.88% 37
2023
Q2
$3.29M Sell
7,184
-371
-5% -$162K 0.76% 44
2023
Q1
$3.37M Sell
7,555
-338
-4% -$139K 0.81% 41
2022
Q4
$3.07M Buy
+7,893
New +$3.13M 0.76% 43

Other funds holding INTU

EFG Asset Management (Americas)'s INTU Position: Q3 2025 in Review

EFG Asset Management (Americas) reduced its Intuit (INTU) stake by 17% in Q3 2025, selling an estimated $1.4M and leaving 9,288 shares worth $6.34M. The position accounts for 1.1% of the portfolio, ranked #25.

EFG Asset Management (Americas) first reported a position in INTU in Q4 2022 and has held it in 12 quarters since. The position peaked at $8.84M in Q2 2025. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • EFG Asset Management (Americas) held 9,288 shares of Intuit worth $6.34M as of Q3 2025.
  • EFG Asset Management (Americas) sold 1,937 Intuit shares in Q3 2025, an estimated $1.4M.
  • Intuit made up 1.1% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #25 holding.
  • EFG Asset Management (Americas) first reported a position in Intuit in Q4 2022 and has held it in 12 quarters since.
  • EFG Asset Management (Americas)'s Intuit position peaked at $8.84M in Q2 2025.
  • 2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.