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Emerald Advisors’s Intuit INTU Stock Holding History

Emerald 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
Q2 		– Sell
-418
Closed -$256K – 104
2025
Q1 		$256K Buy
418
+44
+12% +$26.4K 0.03% 89
2024
Q4 		$235K Buy
374
+13
+4% +$8.31K 0.03% 86
2024
Q3 		$221K Buy
361
+23
+7% +$14.7K 0.03% 85
2024
Q2 		$222K Buy
338
+20
+6% +$12.4K 0.03% 83
2024
Q1 		$207K Sell
318
-13
-4% -$8.3K 0.04% 91
2023
Q4 		$207K Buy
+331
New +$183K 0.04% 88

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Emerald Advisors's INTU Position: Q2 2025 in Review

Emerald Advisors sold out of Intuit (INTU) in Q2 2025, closing a stake of 418 shares — an estimated $256K sold.

Emerald Advisors first reported a position in INTU in Q4 2023 and held it in 6 quarters. The position peaked at $256K in Q1 2025. 2,208 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

  • Emerald Advisors reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
  • Emerald Advisors sold 418 Intuit shares in Q2 2025, an estimated $256K.
  • Emerald Advisors first reported a position in Intuit in Q4 2023 and held it in 6 quarters.
  • Emerald Advisors's Intuit position peaked at $256K in Q1 2025.
  • 2,208 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Emerald Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.