Ethos Financial Group’s Intuit INTU Stock Holding History

Ethos Financial 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	-280	Closed	-$221K	–	520
2025 Q2	$221K	Sell	280 -228	-45%	-$154K	0.02%	400
2025 Q1	$319K	Hold	508	–	–	0.03%	310
2024 Q4	$319K	Buy	508 +18	+4%	+$11.5K	0.04%	210
2024 Q3	$304K	Sell	490 -447	-48%	-$285K	0.05%	200
2024 Q2	$616K	Buy	937 +32	+4%	+$19.8K	0.11%	113
2024 Q1	$588K	Buy	905 +181	+25%	+$116K	0.11%	130
2023 Q4	$453K	Buy	724 +168	+30%	+$92.7K	0.1%	144
2023 Q3	$284K	Sell	556 -14	-2%	-$7.08K	0.07%	137
2023 Q2	$254K	Hold	570	–	–	0.09%	111
2023 Q1	$254K	Sell	570 -455	-44%	-$187K	0.08%	132
2022 Q4	$399K	Buy	+1,025	New	+$407K	0.14%	88

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return