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J.W. Coons Advisors’s Intuit INTU Stock Holding History

J.W. Coons Advisors’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 		$330K Sell
419
-5
-1% -$3.38K 0.07% 194
2025
Q1 		$260K Sell
424
-121
-22% -$72.7K 0.07% 206
2024
Q4 		$343K Sell
545
-97
-15% -$62K 0.09% 182
2024
Q3 		$399K Buy
642
+6
+0.9% +$3.83K 0.1% 171
2024
Q2 		$418K Buy
636
+151
+31% +$93.7K 0.1% 162
2024
Q1 		$315K Buy
+485
New +$310K 0.07% 191

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

J.W. Coons Advisors's INTU Position: Q2 2025 in Review

J.W. Coons Advisors reduced its Intuit (INTU) stake by 1.2% in Q2 2025, selling an estimated $3.38K and leaving 419 shares worth $330K. The position accounts for 0.07% of the portfolio, ranked #194.

J.W. Coons Advisors first reported a position in INTU in Q1 2024 and has held it in 6 quarters since. The position peaked at $418K in Q2 2024. 2,208 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

  • J.W. Coons Advisors held 419 shares of Intuit worth $330K as of Q2 2025.
  • J.W. Coons Advisors sold 5 Intuit shares in Q2 2025, an estimated $3.38K.
  • Intuit made up 0.07% of J.W. Coons Advisors's portfolio in Q2 2025, its #194 holding.
  • J.W. Coons Advisors first reported a position in Intuit in Q1 2024 and has held it in 6 quarters since.
  • J.W. Coons Advisors's Intuit position peaked at $418K in Q2 2024.
  • 2,208 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.