PFG Private Wealth Management’s Intuit INTU Stock Holding History

PFG Private Wealth Management’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	-7	Closed	-$4.3K	–	143
2025 Q1	$4.3K	Hold	7	–	–	﹤0.01%	182
2024 Q4	$4.4K	Hold	7	–	–	﹤0.01%	158
2024 Q3	$4.35K	Hold	7	–	–	﹤0.01%	166
2024 Q2	$4.6K	Hold	7	–	–	﹤0.01%	162
2024 Q1	$4.55K	Hold	7	–	–	﹤0.01%	156
2023 Q4	$4.38K	Hold	7	–	–	﹤0.01%	163
2023 Q3	$3.58K	Hold	7	–	–	﹤0.01%	230
2023 Q2	$3.21K	Hold	7	–	–	﹤0.01%	240
2023 Q1	$3.12K	Hold	7	–	–	﹤0.01%	242
2022 Q4	$3K	Sell	7 -6	-46%	-$2.38K	﹤0.01%	264
2022 Q3	$5K	Buy	13 +6	+86%	+$2.59K	﹤0.01%	215
2022 Q2	$3K	Hold	7	–	–	﹤0.01%	261
2022 Q1	$3K	Sell	7 -157	-96%	-$80.4K	﹤0.01%	254
2021 Q4	$105K	Buy	164 +157	+2,243%	+$96.9K	0.05%	102
2021 Q3	$4K	Buy	+7	New	+$3.77K	﹤0.01%	219

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

PFG Private Wealth Management's INTU Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Intuit (INTU) in Q2 2025, closing a stake of 7 shares — an estimated $4.3K sold.

PFG Private Wealth Management first reported a position in INTU in Q3 2021 and held it in 15 quarters. The position peaked at $105K in Q4 2021. 2,211 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

PFG Private Wealth Management reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 7 Intuit shares in Q2 2025, an estimated $4.3K.
PFG Private Wealth Management first reported a position in Intuit in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's Intuit position peaked at $105K in Q4 2021.
2,211 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.