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Hemington Wealth Management’s Intuit INTU Stock Holding History

Hemington 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
Q3 		$211K Sell
309
-2
-0.6% -$1.44K 0.03% 143
2025
Q2 		$245K Sell
311
-4
-1% -$2.71K 0.04% 112
2025
Q1 		$193K Buy
315
+15
+5% +$9.01K 0.03% 132
2024
Q4 		$188K Buy
300
+14
+5% +$8.95K 0.05% 125
2024
Q3 		$174K Sell
286
-33
-10% -$21.1K 0.05% 129
2024
Q2 		$209K Buy
319
+5
+2% +$3.1K 0.07% 109
2024
Q1 		$205K Sell
314
-6
-2% -$3.83K 0.07% 112
2023
Q4 		$200K Buy
+320
New +$177K 0.08% 105

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hemington Wealth Management's INTU Position: Q3 2025 in Review

Hemington Wealth Management reduced its Intuit (INTU) stake by 0.64% in Q3 2025, selling an estimated $1.44K and leaving 309 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #143.

Hemington Wealth Management first reported a position in INTU in Q4 2023 and has held it in 8 quarters since. The position peaked at $245K in Q2 2025. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Hemington Wealth Management held 309 shares of Intuit worth $211K as of Q3 2025.
  • Hemington Wealth Management sold 2 Intuit shares in Q3 2025, an estimated $1.44K.
  • Intuit made up 0.03% of Hemington Wealth Management's portfolio in Q3 2025, its #143 holding.
  • Hemington Wealth Management first reported a position in Intuit in Q4 2023 and has held it in 8 quarters since.
  • Hemington Wealth Management's Intuit position peaked at $245K in Q2 2025.
  • 2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.