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RFG Holdings’s Intuit INTU Stock Holding History

RFG Holdings’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
-372
Closed -$294K – 63
2025
Q2 		$294K Sell
372
-993
-73% -$672K 0.09% 50
2025
Q1 		$840K Buy
1,365
+146
+12% +$87.7K 0.27% 35
2024
Q4 		$768K Buy
1,219
+164
+16% +$105K 0.26% 32
2024
Q3 		$656K Buy
1,055
+107
+11% +$68.3K 0.23% 29
2024
Q2 		$623K Buy
948
+393
+71% +$244K 0.24% 29
2024
Q1 		$361K Buy
+555
New +$354K 0.15% 30

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RFG Holdings's INTU Position: Q3 2025 in Review

RFG Holdings sold out of Intuit (INTU) in Q3 2025, closing a stake of 372 shares — an estimated $294K sold.

RFG Holdings first reported a position in INTU in Q1 2024 and held it in 6 quarters. The position peaked at $840K in Q1 2025. 2,193 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • RFG Holdings reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • RFG Holdings sold 372 Intuit shares in Q3 2025, an estimated $294K.
  • RFG Holdings first reported a position in Intuit in Q1 2024 and held it in 6 quarters.
  • RFG Holdings's Intuit position peaked at $840K in Q1 2025.
  • 2,193 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on RFG Holdings's 13F filing for Q3 2025, filed 15 Oct 2025.