IRON Financial’s Intuit INTU Stock Holding History

IRON Financial’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	-305	Closed	-$208K	–	140
2025 Q3	$208K	Buy	+305	New	+$220K	0.1%	131
2017 Q3	–	Sell	-3,000	Closed	-$398K	–	76
2017 Q2	$398K	Hold	3,000	–	–	0.35%	58
2017 Q1	$348K	Hold	3,000	–	–	0.25%	64
2016 Q4	$344K	Hold	3,000	–	–	0.23%	60
2016 Q3	$330K	Buy	+3,000	New	+$336K	0.4%	52

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

IRON Financial's INTU Position: Q4 2025 in Review

IRON Financial sold out of Intuit (INTU) in Q4 2025, closing a stake of 305 shares — an estimated $208K sold.

IRON Financial first reported a position in INTU in Q3 2016 and held it in 5 quarters. The position peaked at $398K in Q2 2017. 2,259 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

IRON Financial reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
IRON Financial sold 305 Intuit shares in Q4 2025, an estimated $208K.
IRON Financial first reported a position in Intuit in Q3 2016 and held it in 5 quarters.
IRON Financial's Intuit position peaked at $398K in Q2 2017.
2,259 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on IRON Financial's 13F filing for Q4 2025, filed 22 Jan 2026.