Schear Investment Advisers’s Intuit INTU Stock Holding History

Schear Investment Advisers’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	-1,764	Closed	-$1.2M	–	80
2025 Q3	$1.2M	Sell	1,764 -75	-4%	-$54.1K	0.54%	57
2025 Q2	$1.45M	Sell	1,839 -78	-4%	-$52.8K	0.72%	49
2025 Q1	$1.18M	Hold	1,917	–	–	0.68%	53
2024 Q4	$1.2M	Buy	1,917 +151	+9%	+$96.5K	0.64%	46
2024 Q3	$1.1M	Buy	1,766 +102	+6%	+$65.1K	0.68%	52
2024 Q2	$1.09M	Buy	1,664 +213	+15%	+$132K	0.79%	43
2024 Q1	$943K	Buy	+1,451	New	+$926K	0.76%	49

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Schear Investment Advisers's INTU Position: Q4 2025 in Review

Schear Investment Advisers sold out of Intuit (INTU) in Q4 2025, closing a stake of 1,764 shares — an estimated $1.2M sold.

Schear Investment Advisers first reported a position in INTU in Q1 2024 and held it in 7 quarters. The position peaked at $1.45M in Q2 2025. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

Schear Investment Advisers reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
Schear Investment Advisers sold 1,764 Intuit shares in Q4 2025, an estimated $1.2M.
Schear Investment Advisers first reported a position in Intuit in Q1 2024 and held it in 7 quarters.
Schear Investment Advisers's Intuit position peaked at $1.45M in Q2 2025.
2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Schear Investment Advisers's 13F filing for Q4 2025, filed 28 Jan 2026.