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Walkner Condon Financial Advisors’s Intuit INTU Stock Holding History

Walkner Condon Financial 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
Q3 		– Sell
-258
Closed -$203K – 304
2025
Q2 		$203K Buy
+258
New +$175K 0.04% 270
2024
Q4 		– Sell
-426
Closed -$264K – 289
2024
Q3 		$264K Buy
426
+65
+18% +$41.5K 0.05% 224
2024
Q2 		$238K Sell
361
-213
-37% -$132K 0.05% 227
2024
Q1 		$373K Buy
574
+30
+6% +$19.1K 0.08% 188
2023
Q4 		$340K Buy
544
+30
+6% +$16.5K 0.08% 192
2023
Q3 		$262K Buy
514
+29
+6% +$14.7K 0.07% 211
2023
Q2 		$222K Buy
485
+7
+1% +$3.06K 0.06% 222
2023
Q1 		$213K Buy
+478
New +$196K 0.06% 219

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Walkner Condon Financial Advisors's INTU Position: Q3 2025 in Review

Walkner Condon Financial Advisors sold out of Intuit (INTU) in Q3 2025, closing a stake of 258 shares — an estimated $203K sold.

Walkner Condon Financial Advisors first reported a position in INTU in Q1 2023 and held it in 8 quarters. The position peaked at $373K in Q1 2024. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Walkner Condon Financial Advisors reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 258 Intuit shares in Q3 2025, an estimated $203K.
  • Walkner Condon Financial Advisors first reported a position in Intuit in Q1 2023 and held it in 8 quarters.
  • Walkner Condon Financial Advisors's Intuit position peaked at $373K in Q1 2024.
  • 2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.