Pathway Financial Advisors’s Intuit INTU Stock Holding History

Pathway Financial 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 Q2	–	Sell	-869	Closed	-$534K	–	152
2025 Q1	$534K	Hold	869	–	–	0.1%	89
2024 Q4	$546K	Hold	869	–	–	0.13%	86
2024 Q3	$540K	Hold	869	–	–	0.14%	85
2024 Q2	$571K	Hold	869	–	–	0.15%	78
2024 Q1	$565K	Hold	869	–	–	0.15%	76
2023 Q4	$543K	Hold	869	–	–	0.16%	77
2023 Q3	$444K	Hold	869	–	–	0.15%	71
2023 Q2	$398K	Hold	869	–	–	0.13%	80
2023 Q1	$387K	Hold	869	–	–	0.13%	82
2022 Q4	$338K	Hold	869	–	–	0.1%	85
2022 Q3	$337K	Hold	869	–	–	0.12%	85
2022 Q2	$335K	Hold	869	–	–	0.14%	84
2022 Q1	$418K	Sell	869 -50	-5%	-$25.6K	0.16%	76
2021 Q4	$510K	Buy	+919	New	+$567K	0.18%	65
2021 Q1	$400K	Hold	919	–	–	0.16%	71
2020 Q4	$359K	Hold	919	–	–	0.15%	70
2020 Q3	$305K	Hold	919	–	–	0.12%	74
2020 Q2	$272K	Hold	919	–	–	0.08%	77
2020 Q1	$201K	Hold	919	–	–	0.07%	95
2019 Q4	$262K	Hold	919	–	–	0.07%	97
2019 Q3	$236K	Hold	919	–	–	0.07%	91
2019 Q2	$240K	Buy	919 +50	+6%	+$12.7K	0.07%	86
2019 Q1	$227K	Buy	+869	New	+$201K	0.07%	88
2018 Q3	–	Sell	-869	Closed	-$178K	–	227
2018 Q2	$178K	Hold	869	–	–	0.1%	96
2018 Q1	$151K	Hold	869	–	–	0.09%	109
2017 Q4	$137K	Buy	+869	New	+$132K	0.08%	120

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

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

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

Pathway Financial Advisors's INTU Position: Q2 2025 in Review

Pathway Financial Advisors sold out of Intuit (INTU) in Q2 2025, closing a stake of 869 shares — an estimated $534K sold.

Pathway Financial Advisors first reported a position in INTU in Q4 2017 and held it in 26 quarters. The position peaked at $571K in Q2 2024. 2,211 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

Pathway Financial Advisors reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
Pathway Financial Advisors sold 869 Intuit shares in Q2 2025, an estimated $534K.
Pathway Financial Advisors first reported a position in Intuit in Q4 2017 and held it in 26 quarters.
Pathway Financial Advisors's Intuit position peaked at $571K in Q2 2024.
2,211 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Pathway Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.