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Navigoe Wealth Management’s Intuit INTU Stock Holding History

Navigoe Wealth 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 		– Sell
-1
Closed – – 267
2025
Q2 		$0 Hold
1
– – ﹤0.01% 178
2025
Q1 		$0 Hold
1
– – ﹤0.01% 170
2024
Q4 		$0 Buy
+1
New +$639 ﹤0.01% 166

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

Navigoe Wealth Management's INTU Position: Q3 2025 in Review

Navigoe Wealth Management sold out of Intuit (INTU) in Q3 2025, closing a stake of 1 share.

Navigoe Wealth Management first reported a position in INTU in Q4 2024 and held it in 3 quarters. The position peaked at $0 in Q2 2025. 2,193 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Navigoe Wealth Management reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • Navigoe Wealth Management sold 1 Intuit share in Q3 2025.
  • Navigoe Wealth Management first reported a position in Intuit in Q4 2024 and held it in 3 quarters.
  • Navigoe Wealth Management's Intuit position peaked at $0 in Q2 2025.
  • 2,193 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Navigoe Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.