Willow Creek Wealth Management’s Intuit INTU Stock Holding History

Willow Creek 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 Q3	$2.45M	Hold	3,591	–	–	0.2%	47
2025 Q2	$2.83M	Buy	3,591 +4	+0.1%	+$2.71K	0.25%	40
2025 Q1	$2.2M	Hold	3,587	–	–	0.21%	45
2024 Q4	$2.25M	Hold	3,587	–	–	0.23%	46
2024 Q3	$2.23M	Sell	3,587 -40	-1%	-$25.5K	0.23%	45
2024 Q2	$2.38M	Sell	3,627 -8	-0.2%	-$4.96K	0.27%	44
2024 Q1	$2.36M	Sell	3,635 -55	-1%	-$35.1K	0.28%	44
2023 Q4	$2.31M	Hold	3,690	–	–	0.29%	44
2023 Q3	$1.89M	Sell	3,690 -6	-0.2%	-$3.04K	0.28%	40
2023 Q2	$1.69M	Buy	3,696 +3	+0.1%	+$1.31K	0.24%	46
2023 Q1	$1.65M	Hold	3,693	–	–	0.25%	40
2022 Q4	$1.44M	Hold	3,693	–	–	0.24%	44
2022 Q3	$1.43M	Sell	3,693 -2	-0.1%	-$864	0.28%	47
2022 Q2	$1.42M	Hold	3,695	–	–	0.26%	41
2022 Q1	$1.78M	Hold	3,695	–	–	0.36%	33
2021 Q4	$2.38M	Sell	3,695 -705	-16%	-$435K	0.49%	25
2021 Q3	$2.37M	Hold	4,400	–	–	0.53%	24
2021 Q2	$2.16M	Sell	4,400 -423	-9%	-$183K	0.51%	24
2021 Q1	$1.85M	Sell	4,823 -132	-3%	-$50.8K	0.68%	19
2020 Q4	$1.88M	Hold	4,955	–	–	0.71%	18
2020 Q3	$1.62M	Hold	4,955	–	–	0.67%	17
2020 Q2	$1.47M	Sell	4,955 -172	-3%	-$47.2K	0.66%	18
2020 Q1	$1.18M	Hold	5,127	–	–	0.59%	20
2019 Q4	$1.34M	Hold	5,127	–	–	0.61%	20
2019 Q3	$1.36M	Sell	5,127 -250	-5%	-$68.8K	0.63%	19
2019 Q2	$1.41M	Sell	5,377 -457	-8%	-$116K	0.67%	19
2019 Q1	$1.52M	Hold	5,834	–	–	0.77%	17
2018 Q4	$1.15M	Hold	5,834	–	–	0.61%	19
2018 Q3	$1.33M	Sell	5,834 -41	-0.7%	-$8.81K	0.74%	14
2018 Q2	$1.2M	Sell	5,875 -155	-3%	-$29.7K	0.68%	14
2018 Q1	$1.04M	Buy	+6,030	New	+$1.01M	0.56%	19

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

Willow Creek Wealth Management's INTU Position: Q3 2025 in Review

Willow Creek Wealth Management held its Intuit (INTU) position steady in Q3 2025 at 3,591 shares worth $2.45M. The position accounts for 0.2% of the portfolio, ranked #47.

Willow Creek Wealth Management first reported a position in INTU in Q1 2018 and has held it in 31 quarters since. The position peaked at $2.83M in Q2 2025. 2,192 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

Willow Creek Wealth Management held 3,591 shares of Intuit worth $2.45M as of Q3 2025.
Willow Creek Wealth Management left its Intuit share count unchanged in Q3 2025.
Intuit made up 0.2% of Willow Creek Wealth Management's portfolio in Q3 2025, its #47 holding.
Willow Creek Wealth Management first reported a position in Intuit in Q1 2018 and has held it in 31 quarters since.
Willow Creek Wealth Management's Intuit position peaked at $2.83M in Q2 2025.
2,192 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.