IronOak Wealth’s Intuit INTU Stock Holding History

IronOak 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 Q2	$2.52M	Buy	+3,198	New	+$2.16M	2.45%	7

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IronOak Wealth's INTU Position: Q2 2025 in Review

IronOak Wealth opened a new position in Intuit (INTU) in Q2 2025: 3,198 shares worth $2.52M. The stake represents 2.45% of the portfolio and ranks #7 among its holdings.

2,211 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

IronOak Wealth held 3,198 shares of Intuit worth $2.52M as of Q2 2025.
Intuit was a new IronOak Wealth position in Q2 2025.
Intuit made up 2.45% of IronOak Wealth's portfolio in Q2 2025, its #7 holding.
2,211 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.