WA
INTU icon

Wambolt & Associates’s Intuit INTU Stock Holding History

Wambolt & Associates’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 		$6.44M Sell
8,255
-527
-6% -$357K 2.17% 8
2025
Q1 		$5.39M Buy
8,782
+117
+1% +$70.3K 1.83% 10
2024
Q4 		$5.45M Sell
8,665
-1,017
-11% -$650K 1.74% 11
2024
Q3 		$5.87M Buy
9,682
+307
+3% +$196K 1.6% 11
2024
Q2 		$6.1M Buy
9,375
+408
+5% +$253K 1.77% 10
2024
Q1 		$5.74M Buy
8,967
+774
+9% +$494K 1.72% 7
2023
Q4 		$5.12M Buy
8,193
+566
+7% +$312K 1.67% 4
2023
Q3 		$3.95M Buy
7,627
+1,849
+32% +$936K 1.43% 6
2023
Q2 		$2.65M Sell
5,778
-25
-0.4% -$10.9K 0.94% 22
2023
Q1 		$2.56M Buy
5,803
+2
+0% +$821 0.91% 24
2022
Q4 		$2.26M Sell
5,801
-57
-1% -$22.6K 0.87% 28
2022
Q3 		$2.27M Sell
5,858
-101
-2% -$43.6K 0.96% 19
2022
Q2 		$2.3M Sell
5,959
-72
-1% -$29.8K 0.92% 20
2022
Q1 		$2.92M Buy
6,031
+40
+0.7% +$20.5K 1.06% 14
2021
Q4 		$3.85M Buy
5,991
+240
+4% +$148K 1.39% 6
2021
Q3 		$3.13M Buy
5,751
+770
+15% +$415K 1.25% 10
2021
Q2 		$2.45M Buy
4,981
+693
+16% +$300K 1.04% 14
2021
Q1 		$1.7M Buy
4,288
+331
+8% +$127K 0.88% 24
2020
Q4 		$1.5M Buy
3,957
+884
+29% +$310K 0.9% 26
2020
Q3 		$1M Buy
3,073
+592
+24% +$185K 0.75% 42
2020
Q2 		$735K Buy
2,481
+844
+52% +$232K 0.58% 59
2020
Q1 		$377K Buy
1,637
+31
+2% +$8.39K 0.39% 89
2019
Q4 		$421K Sell
1,606
-29
-2% -$7.58K 0.32% 103
2019
Q3 		$435K Hold
1,635
– – 0.36% 95
2019
Q2 		$427K Sell
1,635
-7
-0.4% -$1.78K 0.36% 92
2019
Q1 		$425K Sell
1,642
-22
-1% -$5.08K 0.39% 81
2018
Q4 		$328K Buy
+1,664
New +$346K 0.36% 96

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

Wambolt & Associates's INTU Position: Q2 2025 in Review

Wambolt & Associates reduced its Intuit (INTU) stake by 6% in Q2 2025, selling an estimated $357K and leaving 8,255 shares worth $6.44M. The position accounts for 2.17% of the portfolio, ranked #8.

Wambolt & Associates first reported a position in INTU in Q4 2018 and has held it in 27 quarters since. 2,209 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

  • Wambolt & Associates held 8,255 shares of Intuit worth $6.44M as of Q2 2025.
  • Wambolt & Associates sold 527 Intuit shares in Q2 2025, an estimated $357K.
  • Intuit made up 2.17% of Wambolt & Associates's portfolio in Q2 2025, its #8 holding.
  • Wambolt & Associates first reported a position in Intuit in Q4 2018 and has held it in 27 quarters since.
  • 2,209 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.