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Wealthstream Advisors’s Intuit INTU Stock Holding History

Wealthstream 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 		$210K Sell
308
-4
-1% -$2.88K 0.03% 175
2025
Q2 		$246K Buy
+312
New +$211K 0.04% 141

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

Wealthstream Advisors's INTU Position: Q3 2025 in Review

Wealthstream Advisors reduced its Intuit (INTU) stake by 1.3% in Q3 2025, selling an estimated $2.88K and leaving 308 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #175.

Wealthstream Advisors first reported a position in INTU in Q2 2025 and has held it in 2 quarters since. The position peaked at $246K in Q2 2025. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • Wealthstream Advisors held 308 shares of Intuit worth $210K as of Q3 2025.
  • Wealthstream Advisors sold 4 Intuit shares in Q3 2025, an estimated $2.88K.
  • Intuit made up 0.03% of Wealthstream Advisors's portfolio in Q3 2025, its #175 holding.
  • Wealthstream Advisors first reported a position in Intuit in Q2 2025 and has held it in 2 quarters since.
  • Wealthstream Advisors's Intuit position peaked at $246K in Q2 2025.
  • 2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.