GA
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Goldstein Advisors’s Intuit INTU Stock Holding History

Goldstein Advisors’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
2026
Q1 		– Sell
-321
Closed -$212K – 233
2025
Q4 		$212K Hold
321
– – 0.02% 201
2025
Q3 		$219K Sell
321
-65
-17% -$46.9K 0.03% 192
2025
Q2 		$304K Buy
386
+4
+1% +$2.71K 0.04% 129
2025
Q1 		$234K Buy
+382
New +$229K 0.03% 163
2024
Q2 		– Sell
-381
Closed -$247K – 189
2024
Q1 		$247K Sell
381
-16
-4% -$10.2K 0.04% 138
2023
Q4 		$248K Sell
397
-19
-5% -$10.5K 0.04% 154
2023
Q3 		$212K Sell
416
-35
-8% -$17.7K 0.04% 137
2023
Q2 		$206K Sell
451
-91
-17% -$39.9K 0.04% 142
2023
Q1 		$241K Buy
+542
New +$222K 0.05% 117

Other funds holding INTU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return