Whalen Wealth Management’s Intuit INTU Stock Holding History

Whalen 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	-432	Closed	-$295K	–	207
2025 Q3	$295K	Buy	+432	New	+$311K	0.17%	134
2025 Q1	–	Sell	-988	Closed	-$621K	–	151
2024 Q4	$621K	Buy	+988	New	+$631K	0.43%	48

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

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

Whalen Wealth Management sold out of Intuit (INTU) in Q4 2025, closing a stake of 432 shares — an estimated $295K sold.

Whalen Wealth Management first reported a position in INTU in Q4 2024 and held it in 2 quarters. The position peaked at $621K in Q4 2024. 2,259 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

Whalen Wealth Management reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
Whalen Wealth Management sold 432 Intuit shares in Q4 2025, an estimated $295K.
Whalen Wealth Management first reported a position in Intuit in Q4 2024 and held it in 2 quarters.
Whalen Wealth Management's Intuit position peaked at $621K in Q4 2024.
2,259 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.