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Principia Wealth Advisory’s Intuit INTU Stock Holding History

Principia Wealth Advisory’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 		$10.6K Buy
16
+1
+7% +$661 0.01% 189
2025
Q3 		$10.2K Buy
15
+2
+15% +$1.44K 0.01% 200
2025
Q2 		$10.2K Buy
13
+4
+44% +$2.71K 0.01% 164
2025
Q1 		$5.37K Buy
9
+2
+29% +$1.2K 0.01% 174
2024
Q4 		$4.4K Buy
+7
New +$4.47K ﹤0.01% 162

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Principia Wealth Advisory's INTU Position: Q4 2025 in Review

Principia Wealth Advisory increased its Intuit (INTU) stake by 6.7% in Q4 2025, buying an estimated $661 and bringing the position to 16 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #189.

Principia Wealth Advisory first reported a position in INTU in Q4 2024 and has held it in 5 quarters since. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Principia Wealth Advisory held 16 shares of Intuit worth $10.6K as of Q4 2025.
  • Principia Wealth Advisory bought 1 Intuit share in Q4 2025, an estimated $661.
  • Intuit made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #189 holding.
  • Principia Wealth Advisory first reported a position in Intuit in Q4 2024 and has held it in 5 quarters since.
  • 2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

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