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UP Strategic Wealth Investment Advisors’s Intuit INTU Stock Holding History

UP Strategic Wealth Investment Advisors’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
-336
Closed -$206K – 98
2025
Q1 		$206K Buy
+336
New +$202K 0.18% 83

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

UP Strategic Wealth Investment Advisors's INTU Position: Q2 2025 in Review

UP Strategic Wealth Investment Advisors sold out of Intuit (INTU) in Q2 2025, closing a stake of 336 shares — an estimated $206K sold.

UP Strategic Wealth Investment Advisors first reported a position in INTU in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 2,209 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

  • UP Strategic Wealth Investment Advisors reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 336 Intuit shares in Q2 2025, an estimated $206K.
  • UP Strategic Wealth Investment Advisors first reported a position in Intuit in Q1 2025 and held it in 1 quarter.
  • UP Strategic Wealth Investment Advisors's Intuit position peaked at $206K in Q1 2025.
  • 2,209 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.