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Successful Portfolios’s Intuit INTU Stock Holding History

Successful Portfolios’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
-351
Closed -$276K – 180
2025
Q2 		$276K Hold
351
– – 0.17% 124
2025
Q1 		$216K Sell
351
-7
-2% -$4.2K 0.15% 144
2024
Q4 		$225K Hold
358
– – 0.15% 135
2024
Q3 		$222K Hold
358
– – 0.15% 140
2024
Q2 		$235K Hold
358
– – 0.16% 126
2024
Q1 		$233K Hold
358
– – 0.16% 140
2023
Q4 		$224K Buy
+358
New +$197K 0.17% 136
2023
Q2 		– Sell
-736
Closed -$328K – 172
2023
Q1 		$328K Sell
736
-3
-0.4% -$1.23K 0.21% 124
2022
Q4 		$288K Sell
739
-43
-5% -$17.1K 0.19% 140
2022
Q3 		$303K Sell
782
-17
-2% -$7.34K 0.22% 122
2022
Q2 		$308K Sell
799
-27
-3% -$11.2K 0.21% 125
2022
Q1 		$397K Buy
826
+12
+1% +$6.14K 0.23% 111
2021
Q4 		$524K Sell
814
-17
-2% -$10.5K 0.28% 90
2021
Q3 		$448K Sell
831
-29
-3% -$15.6K 0.27% 101
2021
Q2 		$422K Buy
860
+34
+4% +$14.7K 0.26% 105
2021
Q1 		$316K Buy
826
+7
+0.9% +$2.69K 0.21% 126
2020
Q4 		$311K Buy
819
+14
+2% +$4.92K 0.22% 118
2020
Q3 		$263K Sell
805
-16
-2% -$5.01K 0.21% 128
2020
Q2 		$243K Buy
+821
New +$225K 0.21% 129

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

Successful Portfolios's INTU Position: Q3 2025 in Review

Successful Portfolios sold out of Intuit (INTU) in Q3 2025, closing a stake of 351 shares — an estimated $276K sold.

Successful Portfolios first reported a position in INTU in Q2 2020 and held it in 19 quarters. The position peaked at $524K in Q4 2021. 2,193 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Successful Portfolios reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • Successful Portfolios sold 351 Intuit shares in Q3 2025, an estimated $276K.
  • Successful Portfolios first reported a position in Intuit in Q2 2020 and held it in 19 quarters.
  • Successful Portfolios's Intuit position peaked at $524K in Q4 2021.
  • 2,193 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Successful Portfolios's 13F filing for Q3 2025, filed 15 Oct 2025.