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Rise Advisors’s Intuit INTU Stock Holding History

Rise Advisors’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
-250
Closed -$171K – 739
2025
Q3 		$171K Buy
250
+7
+3% +$5.05K 0.06% 111
2025
Q2 		$191K Sell
243
-1
-0.4% -$677 0.08% 99
2025
Q1 		$150K Buy
244
+25
+11% +$15K 0.07% 112
2024
Q4 		$138K Sell
219
-6
-3% -$3.83K 0.07% 113
2024
Q3 		$140K Sell
225
-2
-0.9% -$1.28K 0.07% 119
2024
Q2 		$149K Sell
227
-7
-3% -$4.34K 0.08% 112
2024
Q1 		$152K Buy
234
+144
+160% +$91.9K 0.08% 110
2023
Q4 		$56.5K Sell
90
-1
-1% -$552 0.04% 148
2023
Q3 		$46.6K Buy
91
+69
+314% +$34.9K 0.04% 144
2023
Q2 		$10.2K Sell
22
-2
-8% -$876 0.01% 337
2023
Q1 		$10.8K Buy
24
+2
+9% +$821 0.01% 350
2022
Q4 		$8.63K Buy
22
+4
+22% +$1.59K 0.01% 370
2022
Q3 		$7K Hold
18
– – 0.01% 392
2022
Q2 		$7K Buy
18
+3
+20% +$1.24K 0.01% 396
2022
Q1 		$7K Hold
15
– – 0.01% 371
2021
Q4 		$9.69K Buy
+15
New +$9.26K 0.01% 329

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

Rise Advisors's INTU Position: Q4 2025 in Review

Rise Advisors sold out of Intuit (INTU) in Q4 2025, closing a stake of 250 shares — an estimated $171K sold.

Rise Advisors first reported a position in INTU in Q4 2021 and held it in 16 quarters. The position peaked at $191K in Q2 2025. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Rise Advisors reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 250 Intuit shares in Q4 2025, an estimated $171K.
  • Rise Advisors first reported a position in Intuit in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Intuit position peaked at $191K in Q2 2025.
  • 2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.