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Petrus Trust Company’s Intuit INTU Stock Holding History

Petrus Trust Company’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
-547
Closed -$431K – 342
2025
Q2 		$431K Buy
+547
New +$370K 0.04% 165
2025
Q1 		– Sell
-829
Closed -$521K – 688
2024
Q4 		$521K Buy
829
+325
+64% +$208K 0.05% 196
2024
Q3 		$313K Buy
+504
New +$322K 0.03% 394
2020
Q4 		– Sell
-955
Closed -$312K – 153
2020
Q3 		$312K Buy
+955
New +$299K 0.03% 80
2020
Q1 		– Sell
-1,108
Closed -$290K – 252
2019
Q4 		$290K Buy
+1,108
New +$290K 0.05% 135
2016
Q2 		– Sell
-93,700
Closed -$9.75M – 184
2016
Q1 		$9.75M Sell
93,700
-1,300
-1% -$126K 2% 18
2015
Q4 		$9.17M Sell
95,000
-5,504
-5% -$532K 1.91% 20
2015
Q3 		$8.92M Buy
100,504
+1,800
+2% +$175K 1.89% 19
2015
Q2 		$9.95M Sell
98,704
-2,400
-2% -$245K 2.26% 16
2015
Q1 		$9.8M Sell
101,104
-615
-0.6% -$57.1K 2.28% 16
2014
Q4 		$9.38M Sell
101,719
-1,585
-2% -$141K 2.3% 17
2014
Q3 		$9.05M Sell
103,304
-34,400
-25% -$2.86M 2.23% 18
2014
Q2 		$11.1M Sell
137,704
-9,300
-6% -$717K 2.96% 16
2014
Q1 		$11.4M Sell
147,004
-29,496
-17% -$2.25M 2.96% 16
2013
Q4 		$13.5M Sell
176,500
-6,999
-4% -$503K 3.53% 9
2013
Q3 		$12.2M Sell
183,499
-20,000
-10% -$1.29M 3.21% 13
2013
Q2 		$12.4M Buy
+203,499
New +$12.3M 3.16% 11

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

Petrus Trust Company's INTU Position: Q3 2025 in Review

Petrus Trust Company sold out of Intuit (INTU) in Q3 2025, closing a stake of 547 shares — an estimated $431K sold.

Petrus Trust Company first reported a position in INTU in Q2 2013 and held it in 17 quarters. The position peaked at $13.5M in Q4 2013. 2,196 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Petrus Trust Company reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 547 Intuit shares in Q3 2025, an estimated $431K.
  • Petrus Trust Company first reported a position in Intuit in Q2 2013 and held it in 17 quarters.
  • Petrus Trust Company's Intuit position peaked at $13.5M in Q4 2013.
  • 2,196 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.