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SOA Wealth Advisors’s Intuit INTU Stock Holding History

SOA Wealth 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
Q2 		– Sell
-13
Closed -$7.98K – 905
2025
Q1 		$7.98K Hold
13
– – ﹤0.01% 586
2024
Q4 		$8.17K Sell
13
-4
-24% -$2.56K ﹤0.01% 569
2024
Q3 		$10.6K Hold
17
– – ﹤0.01% 534
2024
Q2 		$11.2K Sell
17
-67
-80% -$41.6K ﹤0.01% 519
2024
Q1 		$54.6K Sell
84
-50
-37% -$31.9K 0.01% 296
2023
Q4 		$83.8K Buy
134
+50
+60% +$27.6K 0.02% 252
2023
Q3 		$42.9K Hold
84
– – 0.01% 304
2023
Q2 		$38.5K Sell
84
-35
-29% -$15.3K 0.01% 326
2023
Q1 		$53.1K Sell
119
-6
-5% -$2.46K 0.01% 279
2022
Q4 		$48.7K Sell
125
-2
-2% -$793 0.01% 283
2022
Q3 		$49K Sell
127
-6
-5% -$2.59K 0.01% 268
2022
Q2 		$51K Sell
133
-242
-65% -$100K 0.02% 260
2022
Q1 		$180K Hold
375
– – 0.04% 175
2021
Q4 		$241K Hold
375
– – 0.06% 144
2021
Q3 		$202K Sell
375
-1
-0.3% -$539 0.05% 153
2021
Q2 		$184K Buy
376
+121
+47% +$52.5K 0.05% 161
2021
Q1 		$97K Buy
255
+8
+3% +$3.08K 0.03% 196
2020
Q4 		$98K Buy
+247
New +$86.7K 0.03% 193

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SOA Wealth Advisors's INTU Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Intuit (INTU) in Q2 2025, closing a stake of 13 shares — an estimated $7.98K sold.

SOA Wealth Advisors first reported a position in INTU in Q4 2020 and held it in 18 quarters. The position peaked at $241K in Q4 2021. 2,210 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

  • SOA Wealth Advisors reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 13 Intuit shares in Q2 2025, an estimated $7.98K.
  • SOA Wealth Advisors first reported a position in Intuit in Q4 2020 and held it in 18 quarters.
  • SOA Wealth Advisors's Intuit position peaked at $241K in Q4 2021.
  • 2,210 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.