Phillips Wealth Planners’s Intuit INTU Stock Holding History

Phillips Wealth Planners’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	-339	Closed	-$227K	–	201
2025 Q3	$227K	Buy	+339	New	+$244K	0.19%	182

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Phillips Wealth Planners's INTU Position: Q4 2025 in Review

Phillips Wealth Planners sold out of Intuit (INTU) in Q4 2025, closing a stake of 339 shares — an estimated $227K sold.

Phillips Wealth Planners first reported a position in INTU in Q3 2025 and held it in 1 quarter. The position peaked at $227K in Q3 2025. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

Phillips Wealth Planners reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
Phillips Wealth Planners sold 339 Intuit shares in Q4 2025, an estimated $227K.
Phillips Wealth Planners first reported a position in Intuit in Q3 2025 and held it in 1 quarter.
Phillips Wealth Planners's Intuit position peaked at $227K in Q3 2025.
2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Phillips Wealth Planners's 13F filing for Q4 2025, filed 10 Feb 2026.