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The Family Firm’s Intuit INTU Stock Holding History

The Family Firm’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
-874
Closed -$536K – 132
2025
Q1 		$536K Buy
874
+2
+0.2% +$1.2K 0.12% 109
2024
Q4 		$548K Hold
872
– – 0.12% 107
2024
Q3 		$541K Buy
872
+95
+12% +$60.6K 0.12% 110
2024
Q2 		$511K Buy
777
+1
+0.1% +$620 0.11% 106
2024
Q1 		$504K Buy
776
+1
+0.1% +$638 0.12% 109
2023
Q4 		$484K Buy
775
+2
+0.3% +$1.1K 0.12% 106
2023
Q3 		$395K Buy
773
+21
+3% +$10.6K 0.11% 116
2023
Q2 		$345K Buy
752
+1
+0.1% +$438 0.09% 136
2023
Q1 		$335K Buy
751
+8
+1% +$3.28K 0.09% 132
2022
Q4 		$289K Buy
743
+1
+0.1% +$397 0.08% 145
2022
Q3 		$287K Buy
742
+12
+2% +$5.18K 0.09% 138
2022
Q2 		$281K Buy
730
+1
+0.1% +$414 0.08% 151
2022
Q1 		$350K Buy
729
+1
+0.1% +$512 0.09% 128
2021
Q4 		$468K Hold
728
– – 0.12% 104
2021
Q3 		$415K Buy
728
+2
+0.3% +$1.08K 0.11% 109
2021
Q2 		$356K Buy
726
+1
+0.1% +$434 0.1% 118
2021
Q1 		$278K Buy
725
+1
+0.1% +$385 0.08% 138
2020
Q4 		$269K Buy
724
+92
+15% +$32.3K 0.08% 134
2020
Q3 		$206K Sell
632
-90
-12% -$28.2K 0.07% 136
2020
Q2 		$214K Buy
+722
New +$198K 0.08% 132
2019
Q4 		– Sell
-795
Closed -$211K – 152
2019
Q3 		$211K Buy
795
+1
+0.1% +$275 0.07% 137
2019
Q2 		$208K Sell
794
-13
-2% -$3.3K 0.07% 138
2019
Q1 		$211K Buy
+807
New +$187K 0.08% 134

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

The Family Firm's INTU Position: Q2 2025 in Review

The Family Firm sold out of Intuit (INTU) in Q2 2025, closing a stake of 874 shares — an estimated $536K sold.

The Family Firm first reported a position in INTU in Q1 2019 and held it in 23 quarters. The position peaked at $548K in Q4 2024. 2,209 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

  • The Family Firm reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 874 Intuit shares in Q2 2025, an estimated $536K.
  • The Family Firm first reported a position in Intuit in Q1 2019 and held it in 23 quarters.
  • The Family Firm's Intuit position peaked at $548K in Q4 2024.
  • 2,209 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.