Pacific Capital Wealth Advisors’s Intuit INTU Stock Holding History

Pacific Capital Wealth Advisors’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 Q1	–	Sell	-249	Closed	-$156K	–	216
2024 Q4	$156K	Sell	249 -17	-6%	-$10.9K	0.03%	94
2024 Q3	$165K	Buy	266 +4	+2%	+$2.55K	0.03%	85
2024 Q2	$172K	Sell	262 -28	-10%	-$17.4K	0.03%	80
2024 Q1	$189K	Buy	290 +2	+0.7%	+$1.28K	0.04%	66
2023 Q4	$180K	Buy	+288	New	+$159K	0.05%	65
2022 Q1	–	Sell	-316	Closed	-$203K	–	93
2021 Q4	$203K	Buy	+316	New	+$195K	0.06%	90
2020 Q4	–	Sell	-382	Closed	-$125K	–	118
2020 Q3	$125K	Buy	+382	New	+$120K	0.07%	74

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

Norges Bank Oslo, Norway $1T AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Pacific Capital Wealth Advisors's INTU Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Intuit (INTU) in Q1 2025, closing a stake of 249 shares — an estimated $156K sold.

Pacific Capital Wealth Advisors first reported a position in INTU in Q3 2020 and held it in 7 quarters. The position peaked at $203K in Q4 2021. 2,032 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 249 Intuit shares in Q1 2025, an estimated $156K.
Pacific Capital Wealth Advisors first reported a position in Intuit in Q3 2020 and held it in 7 quarters.
Pacific Capital Wealth Advisors's Intuit position peaked at $203K in Q4 2021.
2,032 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.