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Vaughan David Investments’s Intuit INTU Stock Holding History

Vaughan David Investments’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
-297
Closed -$203K – 230
2025
Q3 		$203K Hold
297
– – ﹤0.01% 226
2025
Q2 		$234K Buy
+297
New +$201K 0.01% 216
2024
Q3 		– Sell
-308
Closed -$202K – 218
2024
Q2 		$202K Buy
+308
New +$191K 0.01% 205

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

Vaughan David Investments's INTU Position: Q4 2025 in Review

Vaughan David Investments sold out of Intuit (INTU) in Q4 2025, closing a stake of 297 shares — an estimated $203K sold.

Vaughan David Investments first reported a position in INTU in Q2 2024 and held it in 3 quarters. The position peaked at $234K in Q2 2025. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Vaughan David Investments reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
  • Vaughan David Investments sold 297 Intuit shares in Q4 2025, an estimated $203K.
  • Vaughan David Investments first reported a position in Intuit in Q2 2024 and held it in 3 quarters.
  • Vaughan David Investments's Intuit position peaked at $234K in Q2 2025.
  • 2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Vaughan David Investments's 13F filing for Q4 2025, filed 12 Feb 2026.