EWA
INTU icon

Etesian Wealth Advisors’s Intuit INTU Stock Holding History

Etesian Wealth 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
-413
Closed -$325K – 136
2025
Q2 		$325K Hold
413
– – 0.12% 109
2025
Q1 		$254K Hold
413
– – 0.11% 125
2024
Q4 		$260K Sell
413
-11
-3% -$7.03K 0.11% 131
2024
Q3 		$263K Buy
424
+2
+0.5% +$1.28K 0.12% 130
2024
Q2 		$277K Hold
422
– – 0.16% 110
2024
Q1 		$274K Sell
422
-10
-2% -$6.38K 0.16% 103
2023
Q4 		$271K Sell
432
-90
-17% -$49.6K 0.16% 101
2023
Q3 		$267K Hold
522
– – 0.18% 99
2023
Q2 		$239K Buy
+522
New +$229K 0.16% 103

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

Etesian Wealth Advisors's INTU Position: Q3 2025 in Review

Etesian Wealth Advisors sold out of Intuit (INTU) in Q3 2025, closing a stake of 413 shares — an estimated $325K sold.

Etesian Wealth Advisors first reported a position in INTU in Q2 2023 and held it in 9 quarters. The position peaked at $325K in Q2 2025. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Etesian Wealth Advisors reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • Etesian Wealth Advisors sold 413 Intuit shares in Q3 2025, an estimated $325K.
  • Etesian Wealth Advisors first reported a position in Intuit in Q2 2023 and held it in 9 quarters.
  • Etesian Wealth Advisors's Intuit position peaked at $325K in Q2 2025.
  • 2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Etesian Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.