Heartwood Wealth Advisors’s Intuit INTU Stock Holding History

Heartwood 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	-2	Closed	-$1.37K	–	396
2025 Q3	$1.37K	Buy	+2	New	+$1.44K	﹤0.01%	529

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

Heartwood Wealth Advisors's INTU Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Intuit (INTU) in Q4 2025, closing a stake of 2 shares — an estimated $1.37K sold.

Heartwood Wealth Advisors first reported a position in INTU in Q3 2025 and held it in 1 quarter. The position peaked at $1.37K in Q3 2025. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 2 Intuit shares in Q4 2025, an estimated $1.37K.
Heartwood Wealth Advisors first reported a position in Intuit in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Intuit position peaked at $1.37K in Q3 2025.
2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.