MSAM
INTU icon

Moloney Securities Asset Management’s Intuit INTU Stock Holding History

Moloney Securities Asset 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 		$218K Buy
+319
New +$230K 0.03% 428
2025
Q1 		– Sell
-2,717
Closed -$1.71M – 497
2024
Q4 		$1.71M Buy
2,717
+20
+0.7% +$12.8K 0.23% 111
2024
Q3 		$1.67M Buy
2,697
+300
+13% +$191K 0.22% 113
2024
Q2 		$1.58M Buy
2,397
+50
+2% +$31K 0.23% 105
2024
Q1 		$1.53M Sell
2,347
-425
-15% -$271K 0.23% 108
2023
Q4 		$1.73M Sell
2,772
-213
-7% -$117K 0.28% 87
2023
Q3 		$1.53M Buy
2,985
+360
+14% +$182K 0.27% 86
2023
Q2 		$1.2M Buy
2,625
+825
+46% +$361K 0.21% 121
2023
Q1 		$802K Buy
1,800
+925
+106% +$380K 0.15% 168
2022
Q4 		$341K Buy
+875
New +$347K 0.08% 267
2021
Q4 		– Sell
-6,097
Closed -$3.29M – 461
2021
Q3 		$3.29M Buy
+6,097
New +$3.29M 0.6% 43

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

Moloney Securities Asset Management's INTU Position: Q3 2025 in Review

Moloney Securities Asset Management opened a new position in Intuit (INTU) in Q3 2025: 319 shares worth $218K. The stake represents 0.03% of the portfolio and ranks #428 among its holdings. This is a return to the name: Moloney Securities Asset Management previously reported a position in INTU as recently as Q4 2024.

Moloney Securities Asset Management first reported a position in INTU in Q3 2021 and has held it in 11 quarters since. The position peaked at $3.29M in Q3 2021. 2,193 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Moloney Securities Asset Management held 319 shares of Intuit worth $218K as of Q3 2025.
  • Intuit was a new Moloney Securities Asset Management position in Q3 2025.
  • Intuit made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #428 holding.
  • Moloney Securities Asset Management first reported a position in Intuit in Q3 2021 and has held it in 11 quarters since.
  • Moloney Securities Asset Management's Intuit position peaked at $3.29M in Q3 2021.
  • 2,193 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.