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TruNorth Capital Management’s Intuit INTU Stock Holding History

TruNorth Capital 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
-52
Closed -$35.5K – 247
2025
Q3 		$35.5K Buy
+52
New +$37.5K 0.01% 235
2024
Q2 		– Sell
-16
Closed -$10.4K – 380
2024
Q1 		$10.4K Buy
+16
New +$10.2K ﹤0.01% 175

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TruNorth Capital Management's INTU Position: Q4 2025 in Review

TruNorth Capital Management sold out of Intuit (INTU) in Q4 2025, closing a stake of 52 shares — an estimated $35.5K sold.

TruNorth Capital Management first reported a position in INTU in Q1 2024 and held it in 2 quarters. The position peaked at $35.5K in Q3 2025. 2,259 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • TruNorth Capital Management reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 52 Intuit shares in Q4 2025, an estimated $35.5K.
  • TruNorth Capital Management first reported a position in Intuit in Q1 2024 and held it in 2 quarters.
  • TruNorth Capital Management's Intuit position peaked at $35.5K in Q3 2025.
  • 2,259 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.