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FullCircle Wealth’s Intuit INTU Stock Holding History

FullCircle Wealth’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 		$460K Buy
696
+88
+14% +$63.4K 0.16% 154
2025
Q2 		$477K Buy
608
+194
+47% +$131K 0.18% 149
2025
Q1 		$256K Buy
+414
New +$249K 0.11% 180

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

FullCircle Wealth's INTU Position: Q3 2025 in Review

FullCircle Wealth increased its Intuit (INTU) stake by 14% in Q3 2025, buying an estimated $63.4K and bringing the position to 696 shares worth $460K. The position accounts for 0.16% of the portfolio, ranked #154.

FullCircle Wealth first reported a position in INTU in Q1 2025 and has held it in 3 quarters since. The position peaked at $477K in Q2 2025. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • FullCircle Wealth held 696 shares of Intuit worth $460K as of Q3 2025.
  • FullCircle Wealth bought 88 Intuit shares in Q3 2025, an estimated $63.4K.
  • Intuit made up 0.16% of FullCircle Wealth's portfolio in Q3 2025, its #154 holding.
  • FullCircle Wealth first reported a position in Intuit in Q1 2025 and has held it in 3 quarters since.
  • FullCircle Wealth's Intuit position peaked at $477K in Q2 2025.
  • 2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.