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Worth Asset Management’s Intuit INTU Stock Holding History

Worth Asset 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
-329
Closed -$225K – 171
2025
Q3 		$225K Sell
329
-1,473
-82% -$1.06M 0.1% 150
2025
Q2 		$1.42M Buy
+1,802
New +$1.22M 0.7% 30
2023
Q4 		– Sell
-3,973
Closed -$2.03M – 122
2023
Q3 		$2.03M Buy
+3,973
New +$2.01M 1.64% 14

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Worth Asset Management's INTU Position: Q4 2025 in Review

Worth Asset Management sold out of Intuit (INTU) in Q4 2025, closing a stake of 329 shares — an estimated $225K sold.

Worth Asset Management first reported a position in INTU in Q3 2023 and held it in 3 quarters. The position peaked at $2.03M in Q3 2023. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Worth Asset Management reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
  • Worth Asset Management sold 329 Intuit shares in Q4 2025, an estimated $225K.
  • Worth Asset Management first reported a position in Intuit in Q3 2023 and held it in 3 quarters.
  • Worth Asset Management's Intuit position peaked at $2.03M in Q3 2023.
  • 2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Worth Asset Management's 13F filing for Q4 2025, filed 14 Jan 2026.