Financial Engines Advisors
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Financial Engines Advisors’s Intuit INTU Stock Holding History

Financial Engines 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
Q4 		– Sell
-407
Closed -$278K – 554
2025
Q3 		$278K Sell
407
-123
-23% -$88.7K ﹤0.01% 482
2025
Q2 		$417K Buy
+530
New +$359K ﹤0.01% 401
2024
Q2 		– Sell
-1,370
Closed -$891K – 358
2024
Q1 		$891K Buy
+1,370
New +$875K ﹤0.01% 209

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

Financial Engines Advisors's INTU Position: Q4 2025 in Review

Financial Engines Advisors sold out of Intuit (INTU) in Q4 2025, closing a stake of 407 shares — an estimated $278K sold.

Financial Engines Advisors first reported a position in INTU in Q1 2024 and held it in 3 quarters. The position peaked at $891K in Q1 2024. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Financial Engines Advisors reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 407 Intuit shares in Q4 2025, an estimated $278K.
  • Financial Engines Advisors first reported a position in Intuit in Q1 2024 and held it in 3 quarters.
  • Financial Engines Advisors's Intuit position peaked at $891K in Q1 2024.
  • 2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Financial Engines Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.