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Stephens Consulting’s Intuit INTU Stock Holding History

Stephens Consulting’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 		$3.98K Buy
+6
New +$3.96K ﹤0.01% 305
2025
Q3 		– Sell
-10
Closed -$7.88K – 768
2025
Q2 		$7.88K Buy
+10
New +$6.77K ﹤0.01% 355

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Stephens Consulting's INTU Position: Q4 2025 in Review

Stephens Consulting opened a new position in Intuit (INTU) in Q4 2025: 6 shares worth $3.98K. The stake represents ﹤0.01% of the portfolio and ranks #305 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in INTU as recently as Q2 2025.

Stephens Consulting first reported a position in INTU in Q2 2025 and has held it in 2 quarters since. The position peaked at $7.88K in Q2 2025. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Stephens Consulting held 6 shares of Intuit worth $3.98K as of Q4 2025.
  • Intuit was a new Stephens Consulting position in Q4 2025.
  • Intuit made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #305 holding.
  • Stephens Consulting first reported a position in Intuit in Q2 2025 and has held it in 2 quarters since.
  • Stephens Consulting's Intuit position peaked at $7.88K in Q2 2025.
  • 2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.