Northwest Wealth Management’s Intuit INTU Stock Holding History

Northwest 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 Q4	–	Sell	-351	Closed	-$240K	–	256
2025 Q3	$240K	Buy	351 +32	+10%	+$23.1K	0.04%	184
2025 Q2	$251K	Buy	+319	New	+$216K	0.05%	167

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northwest Wealth Management's INTU Position: Q4 2025 in Review

Northwest Wealth Management sold out of Intuit (INTU) in Q4 2025, closing a stake of 351 shares — an estimated $240K sold.

Northwest Wealth Management first reported a position in INTU in Q2 2025 and held it in 2 quarters. The position peaked at $251K in Q2 2025. 2,259 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

Northwest Wealth Management reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
Northwest Wealth Management sold 351 Intuit shares in Q4 2025, an estimated $240K.
Northwest Wealth Management first reported a position in Intuit in Q2 2025 and held it in 2 quarters.
Northwest Wealth Management's Intuit position peaked at $251K in Q2 2025.
2,259 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Northwest Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.