Westfield Capital Management’s Intuit INTU Stock Holding History

Westfield Capital 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 Q3	–	Sell	-1,410	Closed	-$1.11M	–	256
2025 Q2	$1.11M	Hold	1,410	–	–	﹤0.01%	222
2025 Q1	$866K	Hold	1,410	–	–	﹤0.01%	228
2024 Q4	$886K	Hold	1,410	–	–	﹤0.01%	221
2024 Q3	$876K	Hold	1,410	–	–	﹤0.01%	228
2024 Q2	$927K	Hold	1,410	–	–	﹤0.01%	230
2024 Q1	$917K	Hold	1,410	–	–	﹤0.01%	233
2023 Q4	$881K	Hold	1,410	–	–	0.01%	227
2023 Q3	$720K	Hold	1,410	–	–	﹤0.01%	223
2023 Q2	$646K	Hold	1,410	–	–	﹤0.01%	218
2023 Q1	$629K	Hold	1,410	–	–	﹤0.01%	216
2022 Q4	$549K	Hold	1,410	–	–	﹤0.01%	210
2022 Q3	$546K	Hold	1,410	–	–	﹤0.01%	220
2022 Q2	$543K	Sell	1,410 -138,765	-99%	-$57.5M	﹤0.01%	222
2022 Q1	$67.4M	Sell	140,175 -47,855	-25%	-$24.5M	0.43%	81
2021 Q4	$121M	Sell	188,030 -9,743	-5%	-$6.01M	0.72%	40
2021 Q3	$107M	Sell	197,773 -26,054	-12%	-$14M	0.64%	44
2021 Q2	$110M	Sell	223,827 -11,286	-5%	-$4.89M	0.66%	44
2021 Q1	$90.1M	Buy	+235,113	New	+$90.5M	0.56%	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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westfield Capital Management's INTU Position: Q3 2025 in Review

Westfield Capital Management sold out of Intuit (INTU) in Q3 2025, closing a stake of 1,410 shares — an estimated $1.11M sold.

Westfield Capital Management first reported a position in INTU in Q1 2021 and held it in 18 quarters. The position peaked at $121M in Q4 2021. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

Westfield Capital Management reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
Westfield Capital Management sold 1,410 Intuit shares in Q3 2025, an estimated $1.11M.
Westfield Capital Management first reported a position in Intuit in Q1 2021 and held it in 18 quarters.
Westfield Capital Management's Intuit position peaked at $121M in Q4 2021.
2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Westfield Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.