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Latitude Advisors’s Intuit INTU Stock Holding History

Latitude 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
Q4 		– Sell
-337
Closed -$230K – 232
2025
Q3 		$230K Buy
337
+49
+17% +$35.3K 0.11% 195
2025
Q2 		$227K Buy
+288
New +$195K 0.11% 189
2022
Q2 		– Sell
-624
Closed -$300K – 220
2022
Q1 		$300K Sell
624
-14
-2% -$7.17K 0.07% 256
2021
Q4 		$410K Buy
638
+1
+0.2% +$617 0.11% 184
2021
Q3 		$344K Buy
+637
New +$343K 0.11% 184

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Latitude Advisors's INTU Position: Q4 2025 in Review

Latitude Advisors sold out of Intuit (INTU) in Q4 2025, closing a stake of 337 shares — an estimated $230K sold.

Latitude Advisors first reported a position in INTU in Q3 2021 and held it in 5 quarters. The position peaked at $410K in Q4 2021. 2,259 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Latitude Advisors reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
  • Latitude Advisors sold 337 Intuit shares in Q4 2025, an estimated $230K.
  • Latitude Advisors first reported a position in Intuit in Q3 2021 and held it in 5 quarters.
  • Latitude Advisors's Intuit position peaked at $410K in Q4 2021.
  • 2,259 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Latitude Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.