Global Financial Private Client’s Intuit INTU Stock Holding History

Global Financial Private Client’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	-296	Closed	-$202K	–	234
2025 Q3	$202K	Buy	296 +18	+6%	+$13K	0.07%	229
2025 Q2	$219K	Buy	278 +3	+1%	+$2.03K	0.08%	210
2025 Q1	$169K	Buy	275 +103	+60%	+$61.9K	0.06%	215
2024 Q4	$108K	Buy	172 +2	+1%	+$1.28K	0.04%	258
2024 Q3	$106K	Buy	170 +41	+32%	+$26.2K	0.04%	254
2024 Q2	$84.8K	Hold	129	–	–	0.04%	257
2024 Q1	$82.5K	Hold	129	–	–	0.04%	262
2023 Q4	$80.6K	Hold	129	–	–	0.04%	255
2023 Q3	$66.8K	Hold	129	–	–	0.03%	253
2023 Q2	$58.3K	Hold	129	–	–	0.03%	276
2023 Q1	$56.8K	Hold	129	–	–	0.03%	269
2022 Q4	$50.2K	Hold	129	–	–	0.03%	274
2022 Q3	$51.2K	Hold	129	–	–	0.03%	266
2022 Q2	$50.1K	Buy	129 +123	+2,050%	+$50.9K	0.03%	261
2022 Q1	$2.9K	Hold	6	–	–	﹤0.01%	503
2021 Q4	$3.86K	Hold	6	–	–	﹤0.01%	469
2021 Q3	$3.26K	Hold	6	–	–	﹤0.01%	430
2021 Q2	$2.95K	Hold	6	–	–	﹤0.01%	444
2021 Q1	$2.37K	Hold	6	–	–	﹤0.01%	420
2020 Q4	$2.28K	Buy	+6	New	+$2.11K	﹤0.01%	412

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Global Financial Private Client's INTU Position: Q4 2025 in Review

Global Financial Private Client sold out of Intuit (INTU) in Q4 2025, closing a stake of 296 shares — an estimated $202K sold.

Global Financial Private Client first reported a position in INTU in Q4 2020 and held it in 20 quarters. The position peaked at $219K in Q2 2025. 2,259 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

Global Financial Private Client reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
Global Financial Private Client sold 296 Intuit shares in Q4 2025, an estimated $202K.
Global Financial Private Client first reported a position in Intuit in Q4 2020 and held it in 20 quarters.
Global Financial Private Client's Intuit position peaked at $219K in Q2 2025.
2,259 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Global Financial Private Client's 13F filing for Q4 2025, filed 27 Jan 2026.