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Great Lakes Retirement’s Intuit INTU Stock Holding History

Great Lakes Retirement’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
-858
Closed -$586K – 224
2025
Q3 		$586K Sell
858
-8
-0.9% -$5.77K 0.06% 167
2025
Q2 		$682K Sell
866
-23
-3% -$15.6K 0.08% 158
2025
Q1 		$546K Sell
889
-88
-9% -$52.8K 0.07% 170
2024
Q4 		$614K Sell
977
-69
-7% -$44.1K 0.08% 166
2024
Q3 		$649K Buy
1,046
+5
+0.5% +$3.19K 0.08% 160
2024
Q2 		$684K Sell
1,041
-577
-36% -$358K 0.09% 153
2024
Q1 		$1.05M Sell
1,618
-24
-1% -$15.3K 0.16% 130
2023
Q4 		$1.03M Sell
1,642
-64
-4% -$35.3K 0.17% 123
2023
Q3 		$872K Sell
1,706
-74
-4% -$37.4K 0.16% 129
2023
Q2 		$816K Sell
1,780
-18
-1% -$7.88K 0.14% 138
2023
Q1 		$802K Buy
+1,798
New +$738K 0.15% 131
2020
Q1 		$205K Sell
913
-697
-43% -$189K 0.09% 138
2019
Q4 		$423K Buy
+1,610
New +$421K 0.13% 144

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Great Lakes Retirement's INTU Position: Q4 2025 in Review

Great Lakes Retirement sold out of Intuit (INTU) in Q4 2025, closing a stake of 858 shares — an estimated $586K sold.

Great Lakes Retirement first reported a position in INTU in Q4 2019 and held it in 13 quarters. The position peaked at $1.05M in Q1 2024. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Great Lakes Retirement reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
  • Great Lakes Retirement sold 858 Intuit shares in Q4 2025, an estimated $586K.
  • Great Lakes Retirement first reported a position in Intuit in Q4 2019 and held it in 13 quarters.
  • Great Lakes Retirement's Intuit position peaked at $1.05M in Q1 2024.
  • 2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Great Lakes Retirement's 13F filing for Q4 2025, filed 12 Feb 2026.