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Magnolia Capital Advisors’s Intuit INTU Stock Holding History

Magnolia Capital 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
Q3 		– Sell
-261
Closed -$206K – 241
2025
Q2 		$206K Buy
+261
New +$177K 0.05% 230
2022
Q1 		– Sell
-396
Closed -$255K – 213
2021
Q4 		$255K Buy
396
+17
+4% +$10.5K 0.07% 168
2021
Q3 		$204K Buy
+379
New +$204K 0.07% 174

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

Magnolia Capital Advisors's INTU Position: Q3 2025 in Review

Magnolia Capital Advisors sold out of Intuit (INTU) in Q3 2025, closing a stake of 261 shares — an estimated $206K sold.

Magnolia Capital Advisors first reported a position in INTU in Q3 2021 and held it in 3 quarters. The position peaked at $255K in Q4 2021. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Magnolia Capital Advisors reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • Magnolia Capital Advisors sold 261 Intuit shares in Q3 2025, an estimated $206K.
  • Magnolia Capital Advisors first reported a position in Intuit in Q3 2021 and held it in 3 quarters.
  • Magnolia Capital Advisors's Intuit position peaked at $255K in Q4 2021.
  • 2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Magnolia Capital Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.