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ESL Trust Services’s Intuit INTU Stock Holding History

ESL Trust Services’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
Q4 		– Sell
-1
Closed -$683 – 285
2025
Q3 		$683 Buy
+1
New +$721 ﹤0.01% 292
2025
Q2 		– Sell
-3
Closed -$1.84K – 258
2025
Q1 		$1.84K Hold
3
– – ﹤0.01% 287
2024
Q4 		$1.89K Hold
3
– – ﹤0.01% 306
2024
Q3 		$1.86K Hold
3
– – ﹤0.01% 214
2024
Q2 		$1.97K Buy
+3
New +$1.86K ﹤0.01% 231

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ESL Trust Services's INTU Position: Q4 2025 in Review

ESL Trust Services sold out of Intuit (INTU) in Q4 2025, closing a stake of 1 share — an estimated $683 sold.

ESL Trust Services first reported a position in INTU in Q2 2024 and held it in 5 quarters. The position peaked at $1.97K in Q2 2024. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • ESL Trust Services reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
  • ESL Trust Services sold 1 Intuit share in Q4 2025, an estimated $683.
  • ESL Trust Services first reported a position in Intuit in Q2 2024 and held it in 5 quarters.
  • ESL Trust Services's Intuit position peaked at $1.97K in Q2 2024.
  • 2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on ESL Trust Services's 13F filing for Q4 2025, filed 10 Feb 2026.