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Financial Advocates Investment Management’s Intuit INTU Stock Holding History

Financial Advocates Investment Management’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
-843
Closed -$664K – 323
2025
Q2 		$664K Sell
843
-476
-36% -$322K 0.05% 299
2025
Q1 		$810K Sell
1,319
-8
-0.6% -$4.8K 0.06% 327
2024
Q4 		$834K Buy
1,327
+107
+9% +$68.4K 0.05% 339
2024
Q3 		$758K Buy
1,220
+84
+7% +$53.6K 0.04% 365
2024
Q2 		$747K Buy
1,136
+146
+15% +$90.6K 0.05% 351
2024
Q1 		$643K Buy
990
+55
+6% +$35.1K 0.04% 406
2023
Q4 		$584K Buy
935
+9
+1% +$4.96K 0.04% 396
2023
Q3 		$473K Buy
926
+292
+46% +$148K 0.03% 426
2023
Q2 		$290K Buy
+634
New +$278K 0.02% 529
2022
Q1 		– Sell
-3,732
Closed -$2.27M – 768
2021
Q4 		$2.27M Sell
3,732
-413
-10% -$255K 0.14% 168
2021
Q3 		$2.24M Buy
4,145
+2,445
+144% +$1.32M 0.15% 161
2021
Q2 		$833K Buy
1,700
+342
+25% +$148K 0.06% 358
2021
Q1 		$520K Buy
+1,358
New +$523K 0.04% 475

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 $1.56T 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

Financial Advocates Investment Management's INTU Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Intuit (INTU) in Q3 2025, closing a stake of 843 shares — an estimated $664K sold.

Financial Advocates Investment Management first reported a position in INTU in Q1 2021 and held it in 13 quarters. The position peaked at $2.27M in Q4 2021. 2,195 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 843 Intuit shares in Q3 2025, an estimated $664K.
  • Financial Advocates Investment Management first reported a position in Intuit in Q1 2021 and held it in 13 quarters.
  • Financial Advocates Investment Management's Intuit position peaked at $2.27M in Q4 2021.
  • 2,195 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.