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Omnia Family Wealth’s Intuit INTU Stock Holding History

Omnia Family Wealth’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
-278
Closed -$219K – 107
2025
Q2 		$219K Buy
+278
New +$188K 0.08% 89
2019
Q2 		– Sell
-15
Closed -$4K – 302
2019
Q1 		$4K Hold
15
– – ﹤0.01% 342
2018
Q4 		$3K Hold
15
– – ﹤0.01% 337
2018
Q3 		$3K Hold
15
– – ﹤0.01% 373
2018
Q2 		$3K Hold
15
– – ﹤0.01% 356
2018
Q1 		$3K Hold
15
– – ﹤0.01% 362
2017
Q4 		$2K Hold
15
– – ﹤0.01% 454
2017
Q3 		$2K Sell
15
-29
-66% -$4K ﹤0.01% 465
2017
Q2 		$6K Hold
44
– – ﹤0.01% 354
2017
Q1 		$5K Hold
44
– – ﹤0.01% 382
2016
Q4 		$5K Buy
+44
New +$4.93K ﹤0.01% 377

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Omnia Family Wealth's INTU Position: Q3 2025 in Review

Omnia Family Wealth sold out of Intuit (INTU) in Q3 2025, closing a stake of 278 shares — an estimated $219K sold.

Omnia Family Wealth first reported a position in INTU in Q4 2016 and held it in 11 quarters. The position peaked at $219K in Q2 2025. 2,196 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Omnia Family Wealth reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • Omnia Family Wealth sold 278 Intuit shares in Q3 2025, an estimated $219K.
  • Omnia Family Wealth first reported a position in Intuit in Q4 2016 and held it in 11 quarters.
  • Omnia Family Wealth's Intuit position peaked at $219K in Q2 2025.
  • 2,196 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Omnia Family Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.