Nicolet Advisory Services’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.16M Buy
1,822
+530
+41% +$350K 0.08% 123
2025
Q3
$850K Buy
1,292
+14
+1% +$10.1K 0.07% 150
2025
Q2
$992K Buy
1,278
+333
+35% +$225K 0.08% 120
2025
Q1
$546K Buy
945
+72
+8% +$43.2K 0.05% 183
2024
Q4
$544K Buy
873
+75
+9% +$47.9K 0.05% 183
2024
Q3
$482K Sell
798
-14
-2% -$8.94K 0.05% 207
2024
Q2
$514K Sell
812
-96
-11% -$59.5K 0.05% 188
2024
Q1
$585K Buy
908
+154
+20% +$98.3K 0.06% 154
2023
Q4
$444K Sell
754
-25
-3% -$13.8K 0.05% 177
2023
Q3
$403K Sell
779
-144
-16% -$72.9K 0.04% 181
2023
Q2
$417K Buy
923
+23
+3% +$10.1K 0.05% 178
2023
Q1
$402K Buy
900
+208
+30% +$85.4K 0.05% 170
2022
Q4
$274K Buy
+692
New +$275K 0.04% 190

Other funds holding INTU

Nicolet Advisory Services's INTU Position: Q4 2025 in Review

Nicolet Advisory Services increased its Intuit (INTU) stake by 41% in Q4 2025, buying an estimated $350K and bringing the position to 1,822 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #123.

Nicolet Advisory Services first reported a position in INTU in Q4 2022 and has held it in 13 quarters since. 2,258 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Nicolet Advisory Services held 1,822 shares of Intuit worth $1.16M as of Q4 2025.
  • Nicolet Advisory Services bought 530 Intuit shares in Q4 2025, an estimated $350K.
  • Intuit made up 0.08% of Nicolet Advisory Services's portfolio in Q4 2025, its #123 holding.
  • Nicolet Advisory Services first reported a position in Intuit in Q4 2022 and has held it in 13 quarters since.
  • 2,258 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.