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FSA Wealth Management’s Intuit INTU Stock Holding History

FSA Wealth 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 		$1.33M Sell
1,954
-46
-2% -$33.2K 0.49% 16
2025
Q2 		$1.58M Sell
2,000
-37
-2% -$25K 0.61% 16
2025
Q1 		$1.25M Sell
2,037
-16
-0.8% -$9.61K 0.53% 17
2024
Q4 		$1.29M Sell
2,053
-49
-2% -$31.3K 0.52% 17
2024
Q3 		$1.31M Buy
+2,102
New +$1.34M 0.52% 17
2024
Q1 		$1.4M Sell
2,159
-13
-0.6% -$8.3K 0.61% 14
2023
Q4 		$1.36M Hold
2,172
– – 0.64% 14
2023
Q3 		$1.11M Buy
2,172
+16
+0.7% +$8.1K 0.62% 16
2023
Q2 		$988K Sell
2,156
-28
-1% -$12.3K 0.53% 17
2023
Q1 		$974K Hold
2,184
– – 0.57% 17
2022
Q4 		$850K Hold
2,184
– – 0.49% 19
2022
Q3 		$846K Buy
2,184
+121
+6% +$52.3K 0.59% 18
2022
Q2 		$795K Sell
2,063
-83
-4% -$34.4K 2.2% 10
2022
Q1 		$1.38M Hold
2,146
– – 0.8% 17
2021
Q4 		$1.38M Sell
2,146
-20
-0.9% -$12.3K 0.8% 17
2021
Q3 		$1.17M Hold
2,166
– – 0.73% 17
2021
Q2 		$1.06M Sell
2,166
-104
-5% -$45.1K 0.67% 18
2021
Q1 		$870K Sell
2,270
-60
-3% -$23.1K 0.58% 19
2020
Q4 		$885K Sell
2,330
-45
-2% -$15.8K 0.44% 19
2020
Q3 		$775K Buy
+2,375
New +$743K 0.5% 20

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
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

FSA Wealth Management's INTU Position: Q3 2025 in Review

FSA Wealth Management reduced its Intuit (INTU) stake by 2.3% in Q3 2025, selling an estimated $33.2K and leaving 1,954 shares worth $1.33M. The position accounts for 0.49% of the portfolio, ranked #16.

FSA Wealth Management first reported a position in INTU in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.58M in Q2 2025. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • FSA Wealth Management held 1,954 shares of Intuit worth $1.33M as of Q3 2025.
  • FSA Wealth Management sold 46 Intuit shares in Q3 2025, an estimated $33.2K.
  • Intuit made up 0.49% of FSA Wealth Management's portfolio in Q3 2025, its #16 holding.
  • FSA Wealth Management first reported a position in Intuit in Q3 2020 and has held it in 20 quarters since.
  • FSA Wealth Management's Intuit position peaked at $1.58M in Q2 2025.
  • 2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.