Impact Partnership Wealth’s Intuit INTU Stock Holding History

Impact Partnership Wealth’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	-1,573	Closed	-$1.07M	–	401
2025 Q3	$1.07M	Buy	+1,573	New	+$1.13M	0.16%	86
2023 Q4	–	Sell	-9	Closed	-$4.6K	–	966
2023 Q3	$4.6K	Buy	9 +5	+125%	+$2.53K	﹤0.01%	698
2023 Q2	$1.83K	Buy	+4	New	+$1.75K	﹤0.01%	694

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Impact Partnership Wealth's INTU Position: Q4 2025 in Review

Impact Partnership Wealth sold out of Intuit (INTU) in Q4 2025, closing a stake of 1,573 shares — an estimated $1.07M sold.

Impact Partnership Wealth first reported a position in INTU in Q2 2023 and held it in 3 quarters. The position peaked at $1.07M in Q3 2025. 2,259 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

Impact Partnership Wealth reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
Impact Partnership Wealth sold 1,573 Intuit shares in Q4 2025, an estimated $1.07M.
Impact Partnership Wealth first reported a position in Intuit in Q2 2023 and held it in 3 quarters.
Impact Partnership Wealth's Intuit position peaked at $1.07M in Q3 2025.
2,259 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Impact Partnership Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.