Sageworth Trust’s Intuit INTU Stock Holding History

Sageworth Trust’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	-403	Closed	-$275K	–	204
2025 Q3	$275K	Buy	+403	New	+$291K	0.01%	220

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

Sageworth Trust's INTU Position: Q4 2025 in Review

Sageworth Trust sold out of Intuit (INTU) in Q4 2025, closing a stake of 403 shares — an estimated $275K sold.

Sageworth Trust first reported a position in INTU in Q3 2025 and held it in 1 quarter. The position peaked at $275K in Q3 2025. 2,259 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

Sageworth Trust reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
Sageworth Trust sold 403 Intuit shares in Q4 2025, an estimated $275K.
Sageworth Trust first reported a position in Intuit in Q3 2025 and held it in 1 quarter.
Sageworth Trust's Intuit position peaked at $275K in Q3 2025.
2,259 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Sageworth Trust's 13F filing for Q4 2025, filed 3 Feb 2026.