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West Branch Capital’s Intuit INTU Stock Holding History

West Branch Capital’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
-398
Closed -$313K – 473
2025
Q2 		$313K Buy
398
+248
+165% +$168K 0.09% 70
2025
Q1 		$91.8K Buy
150
+135
+900% +$81.1K 0.03% 122
2024
Q4 		$9.13K Sell
15
-15
-50% -$9.59K ﹤0.01% 275
2024
Q3 		$18.8K Sell
30
-10
-25% -$6.38K 0.01% 228
2024
Q2 		$26.3K Sell
40
-3
-7% -$1.86K 0.01% 205
2024
Q1 		$28K Buy
43
+19
+79% +$12.1K 0.01% 203
2023
Q4 		$15K Buy
24
+13
+118% +$7.17K 0.01% 250
2023
Q3 		$5.63K Hold
11
– – ﹤0.01% 326
2023
Q2 		$5.04K Buy
+11
New +$4.82K ﹤0.01% 347

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

West Branch Capital's INTU Position: Q3 2025 in Review

West Branch Capital sold out of Intuit (INTU) in Q3 2025, closing a stake of 398 shares — an estimated $313K sold.

West Branch Capital first reported a position in INTU in Q2 2023 and held it in 9 quarters. The position peaked at $313K in Q2 2025. 2,196 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

  • West Branch Capital reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
  • West Branch Capital sold 398 Intuit shares in Q3 2025, an estimated $313K.
  • West Branch Capital first reported a position in Intuit in Q2 2023 and held it in 9 quarters.
  • West Branch Capital's Intuit position peaked at $313K in Q2 2025.
  • 2,196 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on West Branch Capital's 13F filing for Q3 2025, filed 21 Oct 2025.