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Stonebridge Financial Group (Pennsylvania)’s Intuit INTU Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-22
Closed -$13.5K – 555
2025
Q1 		$13.5K Buy
22
+2
+10% +$1.2K ﹤0.01% 551
2024
Q4 		$12.6K Buy
+20
New +$12.8K ﹤0.01% 561

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s INTU Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Intuit (INTU) in Q2 2025, closing a stake of 22 shares — an estimated $13.5K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in INTU in Q4 2024 and held it in 2 quarters. The position peaked at $13.5K in Q1 2025. 2,208 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 22 Intuit shares in Q2 2025, an estimated $13.5K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Intuit in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Intuit position peaked at $13.5K in Q1 2025.
  • 2,208 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.