Hartmann Taylor Wealth Management’s Intuit INTU Stock Holding History

Hartmann Taylor Wealth Management’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 Q2	–	Sell	-380	Closed	-$233K	–	53
2025 Q1	$233K	Buy	+380	New	+$228K	0.21%	45

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Hartmann Taylor Wealth Management's INTU Position: Q2 2025 in Review

Hartmann Taylor Wealth Management sold out of Intuit (INTU) in Q2 2025, closing a stake of 380 shares — an estimated $233K sold.

Hartmann Taylor Wealth Management first reported a position in INTU in Q1 2025 and held it in 1 quarter. The position peaked at $233K in Q1 2025. 2,208 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

Hartmann Taylor Wealth Management reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
Hartmann Taylor Wealth Management sold 380 Intuit shares in Q2 2025, an estimated $233K.
Hartmann Taylor Wealth Management first reported a position in Intuit in Q1 2025 and held it in 1 quarter.
Hartmann Taylor Wealth Management's Intuit position peaked at $233K in Q1 2025.
2,208 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Hartmann Taylor Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.