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Financial Gravity Companies’s Intuit INTU Stock Holding History

Financial Gravity Companies’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
Q2 		$3.1M Buy
+3,940
New +$2.67M 0.61% 41
2024
Q4 		$2.05M Buy
3,261
+78
+2% +$49.8K 0.47% 53
2024
Q3 		$1.98M Buy
+3,183
New +$2.03M 0.53% 49
2018
Q4 		$118K Buy
+550
New +$114K 0.11% 187
2018
Q1 		$71K Buy
382
+62
+19% +$10.4K 0.07% 240
2017
Q4 		$54K Buy
+320
New +$48.8K 0.06% 269

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Gravity Companies's INTU Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Intuit (INTU) in Q2 2025: 3,940 shares worth $3.1M. The stake represents 0.61% of the portfolio and ranks #41 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in INTU as recently as Q4 2024.

Financial Gravity Companies first reported a position in INTU in Q4 2017 and has held it in 6 quarters since. 2,208 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

  • Financial Gravity Companies held 3,940 shares of Intuit worth $3.1M as of Q2 2025.
  • Intuit was a new Financial Gravity Companies position in Q2 2025.
  • Intuit made up 0.61% of Financial Gravity Companies's portfolio in Q2 2025, its #41 holding.
  • Financial Gravity Companies first reported a position in Intuit in Q4 2017 and has held it in 6 quarters since.
  • 2,208 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.