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Optivise Advisory Services’s Intuit INTU Stock Holding History

Optivise Advisory Services’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
-309
Closed -$211K – 213
2025
Q3 		$211K Sell
309
-37
-11% -$26.7K 0.13% 180
2025
Q2 		$272K Buy
346
+19
+6% +$12.9K 0.14% 149
2025
Q1 		$201K Buy
+327
New +$196K 0.11% 191

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Optivise Advisory Services sold out of Intuit (INTU) in Q4 2025, closing a stake of 309 shares — an estimated $211K sold.

Optivise Advisory Services first reported a position in INTU in Q1 2025 and held it in 3 quarters. The position peaked at $272K in Q2 2025. 2,259 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Optivise Advisory Services reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 309 Intuit shares in Q4 2025, an estimated $211K.
  • Optivise Advisory Services first reported a position in Intuit in Q1 2025 and held it in 3 quarters.
  • Optivise Advisory Services's Intuit position peaked at $272K in Q2 2025.
  • 2,259 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.