LJI Wealth Management’s Intuit INTU Stock Holding History

LJI Wealth Management’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	-265	Closed	-$209K	–	197
2025 Q2	$209K	Buy	+265	New	+$179K	0.04%	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

LJI Wealth Management's INTU Position: Q3 2025 in Review

LJI Wealth Management sold out of Intuit (INTU) in Q3 2025, closing a stake of 265 shares — an estimated $209K sold.

LJI Wealth Management first reported a position in INTU in Q2 2025 and held it in 1 quarter. The position peaked at $209K in Q2 2025. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

LJI Wealth Management reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
LJI Wealth Management sold 265 Intuit shares in Q3 2025, an estimated $209K.
LJI Wealth Management first reported a position in Intuit in Q2 2025 and held it in 1 quarter.
LJI Wealth Management's Intuit position peaked at $209K in Q2 2025.
2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on LJI Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.