J.W. Burns & Co’s Intuit INTU Stock Holding History

J.W. Burns & Co’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	–	Sell	-287	Closed	-$226K	–	188
2025 Q2	$226K	Buy	+287	New	+$194K	0.03%	176

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

J.W. Burns & Co's INTU Position: Q3 2025 in Review

J.W. Burns & Co sold out of Intuit (INTU) in Q3 2025, closing a stake of 287 shares — an estimated $226K sold.

J.W. Burns & Co first reported a position in INTU in Q2 2025 and held it in 1 quarter. The position peaked at $226K in Q2 2025. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

J.W. Burns & Co reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
J.W. Burns & Co sold 287 Intuit shares in Q3 2025, an estimated $226K.
J.W. Burns & Co first reported a position in Intuit in Q2 2025 and held it in 1 quarter.
J.W. Burns & Co's Intuit position peaked at $226K in Q2 2025.
2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on J.W. Burns & Co's 13F filing for Q3 2025, filed 20 Oct 2025.