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Ruedi Wealth Management’s Intuit INTU Stock Holding History

Ruedi 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
Q2 		– Sell
-3
Closed -$1.84K – 183
2025
Q1 		$1.84K Hold
3
– – ﹤0.01% 263
2024
Q4 		$1.89K Hold
3
– – ﹤0.01% 266
2024
Q3 		$1.86K Sell
3
-3
-50% -$1.92K ﹤0.01% 273
2024
Q2 		$3.94K Buy
+6
New +$3.72K ﹤0.01% 275

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ruedi Wealth Management's INTU Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Intuit (INTU) in Q2 2025, closing a stake of 3 shares — an estimated $1.84K sold.

Ruedi Wealth Management first reported a position in INTU in Q2 2024 and held it in 4 quarters. The position peaked at $3.94K in Q2 2024. 2,208 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 3 Intuit shares in Q2 2025, an estimated $1.84K.
  • Ruedi Wealth Management first reported a position in Intuit in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's Intuit position peaked at $3.94K in Q2 2024.
  • 2,208 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.