Marshall & Sterling Wealth Advisors’s Intuit INTU Stock Holding History

Marshall & Sterling Wealth 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	-4	Closed	-$2.73K	–	485
2025 Q3	$2.73K	Hold	4	–	–	﹤0.01%	547
2025 Q2	$3.15K	Hold	4	–	–	﹤0.01%	520
2025 Q1	$2.46K	Sell	4 -848	-100%	-$509K	﹤0.01%	528
2024 Q4	$535K	Buy	+852	New	+$544K	0.37%	54

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

Marshall & Sterling Wealth Advisors's INTU Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Intuit (INTU) in Q4 2025, closing a stake of 4 shares — an estimated $2.73K sold.

Marshall & Sterling Wealth Advisors first reported a position in INTU in Q4 2024 and held it in 4 quarters. The position peaked at $535K in Q4 2024. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 4 Intuit shares in Q4 2025, an estimated $2.73K.
Marshall & Sterling Wealth Advisors first reported a position in Intuit in Q4 2024 and held it in 4 quarters.
Marshall & Sterling Wealth Advisors's Intuit position peaked at $535K in Q4 2024.
2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.