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Tortoise Investment Management’s Intuit INTU Stock Holding History

Tortoise Investment Management’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 		– Sell
-29
Closed -$19.8K – 806
2025
Q3 		$19.8K Sell
29
-3
-9% -$2.16K ﹤0.01% 518
2025
Q2 		$25.2K Buy
32
+27
+540% +$18.3K ﹤0.01% 474
2025
Q1 		$3.07K Sell
5
-80
-94% -$48K ﹤0.01% 672
2024
Q4 		$53.4K Sell
85
-6
-7% -$3.83K 0.01% 409
2024
Q3 		$56.5K Buy
91
+51
+128% +$32.6K 0.01% 392
2024
Q2 		$26.3K Buy
40
+12
+43% +$7.44K ﹤0.01% 495
2024
Q1 		$18.2K Buy
28
+1
+4% +$638 ﹤0.01% 527
2023
Q4 		$16.9K Hold
27
– – ﹤0.01% 497
2023
Q3 		$13.8K Buy
27
+3
+13% +$1.52K ﹤0.01% 517
2023
Q2 		$11K Buy
24
+2
+9% +$876 ﹤0.01% 541
2023
Q1 		$9.81K Buy
22
+5
+29% +$2.05K ﹤0.01% 553
2022
Q4 		$6.62K Hold
17
– – ﹤0.01% 586
2022
Q3 		$7K Sell
17
-3
-15% -$1.3K ﹤0.01% 573
2022
Q2 		$8K Buy
+20
New +$8.28K ﹤0.01% 548

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

Tortoise Investment Management's INTU Position: Q4 2025 in Review

Tortoise Investment Management sold out of Intuit (INTU) in Q4 2025, closing a stake of 29 shares — an estimated $19.8K sold.

Tortoise Investment Management first reported a position in INTU in Q2 2022 and held it in 14 quarters. The position peaked at $56.5K in Q3 2024. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Tortoise Investment Management reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 29 Intuit shares in Q4 2025, an estimated $19.8K.
  • Tortoise Investment Management first reported a position in Intuit in Q2 2022 and held it in 14 quarters.
  • Tortoise Investment Management's Intuit position peaked at $56.5K in Q3 2024.
  • 2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.