Wade Financial Advisory’s Intuit INTU Stock Holding History

Wade Financial Advisory’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 Q1	–	Sell	-322	Closed	-$202K	–	78
2024 Q4	$202K	Sell	322 -25	-7%	-$16K	0.07%	79
2024 Q3	$215K	Sell	347 -25	-7%	-$16K	0.07%	78
2024 Q2	$244K	Sell	372 -25	-6%	-$15.5K	0.09%	72
2024 Q1	$258K	Sell	397 -25	-6%	-$16K	0.09%	70
2023 Q4	$264K	Sell	422 -25	-6%	-$13.8K	0.1%	68
2023 Q3	$228K	Buy	+447	New	+$226K	0.1%	69
2023 Q2	–	Sell	-497	Closed	-$222K	–	76
2023 Q1	$222K	Buy	+497	New	+$204K	0.09%	75
2022 Q3	–	Sell	-572	Closed	-$220K	–	76
2022 Q2	$220K	Sell	572 -29	-5%	-$12K	0.1%	74
2022 Q1	$289K	Sell	601 -25	-4%	-$12.8K	0.12%	67
2021 Q4	$403K	Hold	626	–	–	0.21%	52
2021 Q3	$338K	Hold	626	–	–	0.19%	55
2021 Q2	$307K	Buy	626 +4	+0.6%	+$1.73K	0.17%	58
2021 Q1	$238K	Hold	622	–	–	0.15%	63
2020 Q4	$236K	Hold	622	–	–	0.16%	64
2020 Q3	$203K	Sell	622 -140	-18%	-$43.8K	0.16%	62
2020 Q2	$226K	Buy	+762	New	+$209K	0.2%	62
2020 Q1	–	Sell	-862	Closed	-$226K	–	65
2019 Q4	$226K	Buy	+862	New	+$225K	0.2%	59

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wade Financial Advisory's INTU Position: Q1 2025 in Review

Wade Financial Advisory sold out of Intuit (INTU) in Q1 2025, closing a stake of 322 shares — an estimated $202K sold.

Wade Financial Advisory first reported a position in INTU in Q4 2019 and held it in 17 quarters. The position peaked at $403K in Q4 2021. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

Wade Financial Advisory reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
Wade Financial Advisory sold 322 Intuit shares in Q1 2025, an estimated $202K.
Wade Financial Advisory first reported a position in Intuit in Q4 2019 and held it in 17 quarters.
Wade Financial Advisory's Intuit position peaked at $403K in Q4 2021.
2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.