Wealthstar Advisors’s Intuit INTU Stock Holding History

Wealthstar 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 Q4	–	Sell	-925	Closed	-$632K	–	133
2025 Q3	$632K	Hold	925	–	–	0.25%	75
2025 Q2	$729K	Hold	925	–	–	0.27%	66
2025 Q1	$568K	Hold	925	–	–	0.26%	89
2024 Q4	$581K	Buy	+925	New	+$591K	0.25%	78
2024 Q2	–	Sell	-984	Closed	-$640K	–	79
2024 Q1	$640K	Buy	984 +13	+1%	+$8.3K	0.22%	58
2023 Q4	$607K	Sell	971 -162	-14%	-$89.4K	0.1%	56
2023 Q3	$579K	Buy	1,133 +208	+22%	+$105K	0.22%	45
2023 Q2	$424K	Hold	925	–	–	0.18%	53
2023 Q1	$412K	Hold	925	–	–	0.16%	57
2022 Q4	$360K	Hold	925	–	–	0.16%	64
2022 Q3	$357K	Hold	925	–	–	0.17%	61
2022 Q2	$357K	Hold	925	–	–	0.14%	66
2022 Q1	$445K	Hold	925	–	–	0.16%	63
2021 Q4	$595K	Hold	925	–	–	0.2%	44
2021 Q3	$499K	Hold	925	–	–	0.15%	50
2021 Q2	$453K	Buy	+925	New	+$401K	0.14%	61

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Wealthstar Advisors's INTU Position: Q4 2025 in Review

Wealthstar Advisors sold out of Intuit (INTU) in Q4 2025, closing a stake of 925 shares — an estimated $632K sold.

Wealthstar Advisors first reported a position in INTU in Q2 2021 and held it in 16 quarters. The position peaked at $729K in Q2 2025. 2,259 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

Wealthstar Advisors reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
Wealthstar Advisors sold 925 Intuit shares in Q4 2025, an estimated $632K.
Wealthstar Advisors first reported a position in Intuit in Q2 2021 and held it in 16 quarters.
Wealthstar Advisors's Intuit position peaked at $729K in Q2 2025.
2,259 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Wealthstar Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.