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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
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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ethos Financial Group's INTU Position: Q3 2025 in Review

Ethos Financial Group sold out of Intuit (INTU) in Q3 2025, closing a stake of 280 shares — an estimated $221K sold.

Ethos Financial Group first reported a position in INTU in Q4 2022 and held it in 11 quarters. The position peaked at $616K in Q2 2024. 2,196 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Ethos Financial Group reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • Ethos Financial Group sold 280 Intuit shares in Q3 2025, an estimated $221K.
  • Ethos Financial Group first reported a position in Intuit in Q4 2022 and held it in 11 quarters.
  • Ethos Financial Group's Intuit position peaked at $616K in Q2 2024.
  • 2,196 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Ethos Financial Group's 13F filing for Q3 2025, filed 23 Oct 2025.