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Gerber Kawasaki Wealth & Investment Management’s Intuit INTU Stock Holding History

Gerber Kawasaki Wealth & 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
-262
Closed -$207K – 333
2025
Q2 		$207K Buy
+262
New +$177K 0.01% 299
2021
Q4 		– Sell
-70
Closed -$37K – 672
2021
Q3 		$37K Buy
+70
New +$37.7K ﹤0.01% 362

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

Gerber Kawasaki Wealth & Investment Management's INTU Position: Q3 2025 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Intuit (INTU) in Q3 2025, closing a stake of 262 shares — an estimated $207K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in INTU in Q3 2021 and held it in 2 quarters. The position peaked at $207K in Q2 2025. 2,193 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 262 Intuit shares in Q3 2025, an estimated $207K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Intuit in Q3 2021 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Intuit position peaked at $207K in Q2 2025.
  • 2,193 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.