Sierra Ocean’s Intuit INTU Stock Holding History

Sierra Ocean’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	-185	Closed	-$146K	–	480
2025 Q2	$146K	Buy	185 +10	+6%	+$6.77K	0.11%	84
2025 Q1	$107K	Sell	175 -14	-7%	-$8.41K	0.08%	96
2024 Q4	$119K	Buy	+189	New	+$121K	0.1%	87

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sierra Ocean's INTU Position: Q3 2025 in Review

Sierra Ocean sold out of Intuit (INTU) in Q3 2025, closing a stake of 185 shares — an estimated $146K sold.

Sierra Ocean first reported a position in INTU in Q4 2024 and held it in 3 quarters. The position peaked at $146K in Q2 2025. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

Sierra Ocean reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 185 Intuit shares in Q3 2025, an estimated $146K.
Sierra Ocean first reported a position in Intuit in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Intuit position peaked at $146K in Q2 2025.
2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.