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Stonegate Investment Group’s Intuit INTU Stock Holding History

Stonegate Investment 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 		$51.5M Buy
75,356
+67,891
+909% +$48.9M 1.19% 31
2025
Q2 		$5.88M Buy
7,465
+354
+5% +$240K 0.15% 67
2025
Q1 		$4.37M Sell
7,111
-56
-0.8% -$33.6K 0.12% 73
2024
Q4 		$4.5M Sell
7,167
-2,749
-28% -$1.76M 0.12% 75
2024
Q3 		$6.16M Buy
9,916
+279
+3% +$178K 0.16% 63
2024
Q2 		$6.33M Buy
9,637
+444
+5% +$275K 0.18% 59
2024
Q1 		$5.98M Buy
9,193
+1,102
+14% +$703K 0.19% 64
2023
Q4 		$5.06M Buy
8,091
+139
+2% +$76.7K 0.17% 63
2023
Q3 		$4.06M Buy
7,952
+607
+8% +$307K 0.15% 68
2023
Q2 		$3.37M Buy
7,345
+498
+7% +$218K 0.12% 82
2023
Q1 		$3.05M Buy
6,847
+1,194
+21% +$490K 0.11% 86
2022
Q4 		$2.2M Buy
+5,653
New +$2.24M 0.1% 95

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stonegate Investment Group's INTU Position: Q3 2025 in Review

Stonegate Investment Group increased its Intuit (INTU) stake by 909% in Q3 2025, buying an estimated $48.9M and bringing the position to 75,356 shares worth $51.5M. The position accounts for 1.19% of the portfolio, ranked #31.

Stonegate Investment Group first reported a position in INTU in Q4 2022 and has held it in 12 quarters since. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Stonegate Investment Group held 75,356 shares of Intuit worth $51.5M as of Q3 2025.
  • Stonegate Investment Group bought 67,891 Intuit shares in Q3 2025, an estimated $48.9M.
  • Intuit made up 1.19% of Stonegate Investment Group's portfolio in Q3 2025, its #31 holding.
  • Stonegate Investment Group first reported a position in Intuit in Q4 2022 and has held it in 12 quarters since.
  • 2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.