Waterway Wealth Management’s Intuit INTU Stock Holding History

Waterway Wealth Management’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	-2,064	Closed	-$1.41M	–	92
2025 Q3	$1.41M	Buy	+2,064	New	+$1.49M	0.34%	29

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Waterway Wealth Management's INTU Position: Q4 2025 in Review

Waterway Wealth Management sold out of Intuit (INTU) in Q4 2025, closing a stake of 2,064 shares — an estimated $1.41M sold.

Waterway Wealth Management first reported a position in INTU in Q3 2025 and held it in 1 quarter. The position peaked at $1.41M in Q3 2025. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

Waterway Wealth Management reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
Waterway Wealth Management sold 2,064 Intuit shares in Q4 2025, an estimated $1.41M.
Waterway Wealth Management first reported a position in Intuit in Q3 2025 and held it in 1 quarter.
Waterway Wealth Management's Intuit position peaked at $1.41M in Q3 2025.
2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Waterway Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.