Grey Fox Wealth Advisors’s Intuit INTU Stock Holding History

Grey Fox Wealth 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
2025 Q4	–	Sell	-144	Closed	-$98.3K	–	367
2025 Q3	$98.3K	Buy	+144	New	+$104K	0.02%	189
2023 Q2	–	Sell	-141	Closed	-$62.9K	–	299
2023 Q1	$62.9K	Buy	141 +6	+4%	+$2.46K	0.04%	168
2022 Q4	$52.5K	Buy	+135	New	+$53.6K	0.03%	159

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Grey Fox Wealth Advisors's INTU Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Intuit (INTU) in Q4 2025, closing a stake of 144 shares — an estimated $98.3K sold.

Grey Fox Wealth Advisors first reported a position in INTU in Q4 2022 and held it in 3 quarters. The position peaked at $98.3K in Q3 2025. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 144 Intuit shares in Q4 2025, an estimated $98.3K.
Grey Fox Wealth Advisors first reported a position in Intuit in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's Intuit position peaked at $98.3K in Q3 2025.
2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.