Koss-Olinger Consulting’s Intuit INTU Stock Holding History

Koss-Olinger Consulting’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	-1,729	Closed	-$1.36M	–	296
2025 Q3	$1.36M	Hold	1,729	–	–	0.11%	105
2025 Q2	$1.36M	Buy	1,729 +1	+0.1%	+$677	0.11%	104
2025 Q1	$1.06M	Buy	+1,728	New	+$1.04M	0.09%	113

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Koss-Olinger Consulting's INTU Position: Q4 2025 in Review

Koss-Olinger Consulting sold out of Intuit (INTU) in Q4 2025, closing a stake of 1,729 shares — an estimated $1.36M sold.

Koss-Olinger Consulting first reported a position in INTU in Q1 2025 and held it in 3 quarters. The position peaked at $1.36M in Q3 2025. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

Koss-Olinger Consulting reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
Koss-Olinger Consulting sold 1,729 Intuit shares in Q4 2025, an estimated $1.36M.
Koss-Olinger Consulting first reported a position in Intuit in Q1 2025 and held it in 3 quarters.
Koss-Olinger Consulting's Intuit position peaked at $1.36M in Q3 2025.
2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Koss-Olinger Consulting's 13F filing for Q4 2025, filed 10 Feb 2026.