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LMCG Investments’s Intuit INTU Stock Holding History

LMCG Investments’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
-375
Closed -$295K – 230
2025
Q2 		$295K Sell
375
-3
-0.8% -$2.03K 0.02% 210
2025
Q1 		$232K Sell
378
-29
-7% -$17.4K 0.02% 221
2024
Q4 		$256K Sell
407
-8,184
-95% -$5.23M 0.02% 215
2024
Q3 		$5.34M Sell
8,591
-6,560
-43% -$4.19M 0.32% 94
2024
Q2 		$9.96M Buy
15,151
+471
+3% +$292K 0.58% 64
2024
Q1 		$9.54M Sell
14,680
-92
-0.6% -$58.7K 0.56% 68
2023
Q4 		$9.23M Buy
14,772
+865
+6% +$477K 0.57% 64
2023
Q3 		$7.11M Sell
13,907
-344
-2% -$174K 0.48% 73
2023
Q2 		$6.53M Sell
14,251
-564
-4% -$247K 0.42% 84
2023
Q1 		$6.6M Buy
14,815
+830
+6% +$341K 0.44% 81
2022
Q4 		$5.44M Buy
13,985
+944
+7% +$374K 0.38% 83
2022
Q3 		$5.05M Buy
13,041
+43
+0.3% +$18.6K 0.37% 81
2022
Q2 		$5.01M Buy
12,998
+98
+0.8% +$40.6K 0.35% 89
2022
Q1 		$6.2M Buy
+12,900
New +$6.61M 0.36% 86

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LMCG Investments's INTU Position: Q3 2025 in Review

LMCG Investments sold out of Intuit (INTU) in Q3 2025, closing a stake of 375 shares — an estimated $295K sold.

LMCG Investments first reported a position in INTU in Q1 2022 and held it in 14 quarters. The position peaked at $9.96M in Q2 2024. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • LMCG Investments reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • LMCG Investments sold 375 Intuit shares in Q3 2025, an estimated $295K.
  • LMCG Investments first reported a position in Intuit in Q1 2022 and held it in 14 quarters.
  • LMCG Investments's Intuit position peaked at $9.96M in Q2 2024.
  • 2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on LMCG Investments's 13F filing for Q3 2025, filed 29 Oct 2025.