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9258 Wealth Management’s Intuit INTU Stock Holding History

9258 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
2024
Q3 		$396K Sell
637
-12
-2% -$7.66K 0.06% 236
2024
Q2 		$427K Buy
649
+1
+0.2% +$620 0.07% 216
2024
Q1 		$421K Sell
648
-2
-0.3% -$1.28K 0.07% 219
2023
Q4 		$406K Buy
650
+146
+29% +$80.5K 0.07% 211
2023
Q3 		$258K Buy
+504
New +$255K 0.05% 269

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

9258 Wealth Management's INTU Position: Q3 2024 in Review

9258 Wealth Management reduced its Intuit (INTU) stake by 1.8% in Q3 2024, selling an estimated $7.66K and leaving 637 shares worth $396K. The position accounts for 0.06% of the portfolio, ranked #236.

9258 Wealth Management first reported a position in INTU in Q3 2023 and has held it in 5 quarters since. The position peaked at $427K in Q2 2024. 1,963 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • 9258 Wealth Management held 637 shares of Intuit worth $396K as of Q3 2024.
  • 9258 Wealth Management sold 12 Intuit shares in Q3 2024, an estimated $7.66K.
  • Intuit made up 0.06% of 9258 Wealth Management's portfolio in Q3 2024, its #236 holding.
  • 9258 Wealth Management first reported a position in Intuit in Q3 2023 and has held it in 5 quarters since.
  • 9258 Wealth Management's Intuit position peaked at $427K in Q2 2024.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.