SS&H Financial Advisors’s Intuit INTU Stock Holding History

SS&H Financial 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 Q4	$566K	Sell	855 -91	-10%	-$60.1K	0.17%	87
2025 Q3	$646K	Sell	946 -100	-10%	-$72.1K	0.2%	80
2025 Q2	$824K	Sell	1,046 -137	-12%	-$92.7K	0.28%	67
2025 Q1	$726K	Sell	1,183 -92	-7%	-$55.2K	0.27%	73
2024 Q4	$802K	Hold	1,275	–	–	0.29%	74
2024 Q3	$792K	Hold	1,275	–	–	0.29%	78
2024 Q2	$837K	Hold	1,275	–	–	0.33%	69
2024 Q1	$828K	Hold	1,275	–	–	0.34%	68
2023 Q4	$797K	Sell	1,275 -2	-0.2%	-$1.1K	0.34%	70
2023 Q3	$652K	Buy	+1,277	New	+$646K	0.31%	73
2023 Q1	$702K	Buy	1,575 +367	+30%	+$151K	0.32%	71
2022 Q4	$470K	Hold	1,208	–	–	0.22%	85
2022 Q3	$468K	Hold	1,208	–	–	0.24%	83
2022 Q2	$466K	Hold	1,208	–	–	0.22%	89
2022 Q1	$581K	Buy	+1,208	New	+$619K	0.23%	90

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Norges Bank Oslo, Norway $935B AUM

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

SS&H Financial Advisors's INTU Position: Q4 2025 in Review

SS&H Financial Advisors reduced its Intuit (INTU) stake by 9.6% in Q4 2025, selling an estimated $60.1K and leaving 855 shares worth $566K. The position accounts for 0.17% of the portfolio, ranked #87.

SS&H Financial Advisors first reported a position in INTU in Q1 2022 and has held it in 15 quarters since. The position peaked at $837K in Q2 2024. 2,258 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

SS&H Financial Advisors held 855 shares of Intuit worth $566K as of Q4 2025.
SS&H Financial Advisors sold 91 Intuit shares in Q4 2025, an estimated $60.1K.
Intuit made up 0.17% of SS&H Financial Advisors's portfolio in Q4 2025, its #87 holding.
SS&H Financial Advisors first reported a position in Intuit in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's Intuit position peaked at $837K in Q2 2024.
2,258 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.