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Elwood & Goetz Wealth Advisory Group’s Intuit INTU Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
-346
Closed -$273K – 134
2025
Q2 		$273K Buy
+346
New +$234K 0.06% 94

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

Elwood & Goetz Wealth Advisory Group's INTU Position: Q3 2025 in Review

Elwood & Goetz Wealth Advisory Group sold out of Intuit (INTU) in Q3 2025, closing a stake of 346 shares — an estimated $273K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in INTU in Q2 2025 and held it in 1 quarter. The position peaked at $273K in Q2 2025. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 346 Intuit shares in Q3 2025, an estimated $273K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Intuit in Q2 2025 and held it in 1 quarter.
  • Elwood & Goetz Wealth Advisory Group's Intuit position peaked at $273K in Q2 2025.
  • 2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.