O'Brien Wealth Partners’s Intuit INTU Stock Holding History

O'Brien Wealth Partners’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	-4	Closed	-$3.15K	–	100
2025 Q2	$3.15K	Buy	+4	New	+$2.71K	﹤0.01%	82

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

O'Brien Wealth Partners's INTU Position: Q3 2025 in Review

O'Brien Wealth Partners sold out of Intuit (INTU) in Q3 2025, closing a stake of 4 shares — an estimated $3.15K sold.

O'Brien Wealth Partners first reported a position in INTU in Q2 2025 and held it in 1 quarter. The position peaked at $3.15K in Q2 2025. 2,196 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

O'Brien Wealth Partners reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
O'Brien Wealth Partners sold 4 Intuit shares in Q3 2025, an estimated $3.15K.
O'Brien Wealth Partners first reported a position in Intuit in Q2 2025 and held it in 1 quarter.
O'Brien Wealth Partners's Intuit position peaked at $3.15K in Q2 2025.
2,196 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on O'Brien Wealth Partners's 13F filing for Q3 2025, filed 22 Oct 2025.