Prosperity Wealth Management’s Intuit INTU Stock Holding History

Prosperity 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 Q4	–	Sell	-1,102	Closed	-$753K	–	268
2025 Q3	$753K	Buy	1,102 +115	+12%	+$82.9K	0.26%	93
2025 Q2	$777K	Buy	+987	New	+$668K	0.29%	77

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Prosperity Wealth Management's INTU Position: Q4 2025 in Review

Prosperity Wealth Management sold out of Intuit (INTU) in Q4 2025, closing a stake of 1,102 shares — an estimated $753K sold.

Prosperity Wealth Management first reported a position in INTU in Q2 2025 and held it in 2 quarters. The position peaked at $777K in Q2 2025. 2,258 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

Prosperity Wealth Management reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
Prosperity Wealth Management sold 1,102 Intuit shares in Q4 2025, an estimated $753K.
Prosperity Wealth Management first reported a position in Intuit in Q2 2025 and held it in 2 quarters.
Prosperity Wealth Management's Intuit position peaked at $777K in Q2 2025.
2,258 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.