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My Legacy Advisors’s Intuit INTU Stock Holding History

My Legacy 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
Q2 		$227K Buy
+304
New +$206K 0.08% 198

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

My Legacy Advisors's INTU Position: Q2 2025 in Review

My Legacy Advisors opened a new position in Intuit (INTU) in Q2 2025: 304 shares worth $227K. The stake represents 0.08% of the portfolio and ranks #198 among its holdings.

2,208 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

  • My Legacy Advisors held 304 shares of Intuit worth $227K as of Q2 2025.
  • Intuit was a new My Legacy Advisors position in Q2 2025.
  • Intuit made up 0.08% of My Legacy Advisors's portfolio in Q2 2025, its #198 holding.
  • 2,208 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.