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Spartan Planning & Wealth Management’s Intuit INTU Stock Holding History

Spartan Planning & Wealth Management’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
-459
Closed -$362K – 81
2025
Q2 		$362K Buy
+459
New +$311K 0.31% 56
2025
Q1 		– Sell
-569
Closed -$358K – 78
2024
Q4 		$358K Buy
+569
New +$364K 0.33% 51
2023
Q4 		$103K Sell
165
-449
-73% -$248K 0.11% 92
2023
Q3 		$314K Buy
+614
New +$311K 0.37% 42

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Spartan Planning & Wealth Management's INTU Position: Q3 2025 in Review

Spartan Planning & Wealth Management sold out of Intuit (INTU) in Q3 2025, closing a stake of 459 shares — an estimated $362K sold.

Spartan Planning & Wealth Management first reported a position in INTU in Q3 2023 and held it in 4 quarters. The position peaked at $362K in Q2 2025. 2,196 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Spartan Planning & Wealth Management reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 459 Intuit shares in Q3 2025, an estimated $362K.
  • Spartan Planning & Wealth Management first reported a position in Intuit in Q3 2023 and held it in 4 quarters.
  • Spartan Planning & Wealth Management's Intuit position peaked at $362K in Q2 2025.
  • 2,196 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Spartan Planning & Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.