Morgan Rosel Wealth Management, LLC Intuit Inc Transaction History
Morgan Rosel Wealth Management, LLC
- $366 Million
- Q3 2025
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Intuit Inc stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 1,528 shares of INTU stock, worth $987,057. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,528
Previous 1,081
41.35%
Holding current value
$987,057
Previous $851,000
22.56%
% of portfolio
0.29%
Previous 0.24%
Shares
8 transactions
Others Institutions Holding INTU
# of Institutions
2,521Shares Held
233MCall Options Held
4.06MPut Options Held
4.58M-
Vanguard Group Inc Valley Forge, PA28.6MShares$18.5 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY24.4MShares$15.8 Billion0.37% of portfolio
-
State Street Corp Boston, MA12.9MShares$8.32 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY10.6MShares$6.83 Billion0.48% of portfolio
-
Geode Capital Management, LLC Boston, MA6.53MShares$4.22 Billion0.29% of portfolio
About INTUIT INC
- Ticker INTU
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 281,870,016
- Market Cap $182B
- Description
- Intuit Inc. provides financial management and compliance products and services for consumers, small businesses, self-employed, and accounting professionals in the United States, Canada, and internationally. The company operates in four segments: Small Business & Self-Employed, Consumer, Credit Karma, and ProConnect. The Small Business & ...