Grunden Financial Advisory’s Intuit INTU Stock Holding History

Grunden Financial Advisory’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	$204K	Buy	+308	New	+$204K	0.08%	34
2025 Q3	–	Sell	-458	Closed	-$361K	–	32
2025 Q2	$361K	Sell	458 -36	-7%	-$24.4K	0.16%	21
2025 Q1	$303K	Hold	494	–	–	0.15%	19
2024 Q4	$311K	Hold	494	–	–	0.15%	19
2024 Q3	$307K	Hold	494	–	–	0.15%	19
2024 Q2	$325K	Hold	494	–	–	0.17%	18
2024 Q1	$321K	Hold	494	–	–	0.17%	18
2023 Q4	$309K	Buy	+494	New	+$272K	0.17%	17

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

Grunden Financial Advisory's INTU Position: Q4 2025 in Review

Grunden Financial Advisory opened a new position in Intuit (INTU) in Q4 2025: 308 shares worth $204K. The stake represents 0.08% of the portfolio and ranks #34 among its holdings. This is a return to the name: Grunden Financial Advisory previously reported a position in INTU as recently as Q2 2025.

Grunden Financial Advisory first reported a position in INTU in Q4 2023 and has held it in 8 quarters since. The position peaked at $361K in Q2 2025. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

Grunden Financial Advisory held 308 shares of Intuit worth $204K as of Q4 2025.
Intuit was a new Grunden Financial Advisory position in Q4 2025.
Intuit made up 0.08% of Grunden Financial Advisory's portfolio in Q4 2025, its #34 holding.
Grunden Financial Advisory first reported a position in Intuit in Q4 2023 and has held it in 8 quarters since.
Grunden Financial Advisory's Intuit position peaked at $361K in Q2 2025.
2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.