Sonora Investment Management Group’s Intuit INTU Stock Holding History

Sonora Investment Management Group’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	-624	Closed	-$491K	–	314
2025 Q2	$491K	Buy	+624	New	+$422K	0.04%	172
2025 Q1	–	Sell	-630	Closed	-$396K	–	307
2024 Q4	$396K	Hold	630	–	–	0.03%	190
2024 Q3	$391K	Hold	630	–	–	0.03%	193
2024 Q2	$410K	Hold	630	–	–	0.03%	191
2024 Q1	$410K	Hold	630	–	–	0.03%	191
2023 Q4	$394K	Buy	630 +10	+2%	+$5.52K	0.03%	181
2023 Q3	$317K	Hold	620	–	–	0.03%	195
2023 Q2	$284K	Hold	620	–	–	0.02%	213
2023 Q1	$276K	Hold	620	–	–	0.02%	221
2022 Q4	$241K	Sell	620 -1	-0.2%	-$397	0.02%	231
2022 Q3	$239K	Hold	621	–	–	0.03%	175
2022 Q2	$239K	Buy	621 +1	+0.2%	+$414	0.02%	208
2022 Q1	$299K	Hold	620	–	–	0.03%	169
2021 Q4	$399K	Buy	+620	New	+$383K	0.05%	149

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

Sonora Investment Management Group's INTU Position: Q3 2025 in Review

Sonora Investment Management Group sold out of Intuit (INTU) in Q3 2025, closing a stake of 624 shares — an estimated $491K sold.

Sonora Investment Management Group first reported a position in INTU in Q4 2021 and held it in 14 quarters. The position peaked at $491K in Q2 2025. 2,193 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

Sonora Investment Management Group reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
Sonora Investment Management Group sold 624 Intuit shares in Q3 2025, an estimated $491K.
Sonora Investment Management Group first reported a position in Intuit in Q4 2021 and held it in 14 quarters.
Sonora Investment Management Group's Intuit position peaked at $491K in Q2 2025.
2,193 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.