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Abbrea Capital’s Intuit INTU Stock Holding History

Abbrea Capital’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
Q2 		$624K Sell
949
-145
-13% -$89.9K 0.08% 147
2024
Q1 		$711K Hold
1,094
– – 0.09% 140
2023
Q4 		$684K Buy
1,094
+30
+3% +$16.5K 0.1% 139
2023
Q3 		$544K Buy
1,064
+15
+1% +$7.59K 0.09% 144
2023
Q2 		$481K Buy
1,049
+45
+4% +$19.7K 0.07% 163
2023
Q1 		$448K Hold
1,004
– – 0.08% 163
2022
Q4 		$391K Buy
1,004
+158
+19% +$62.7K 0.07% 167
2022
Q3 		$328K Buy
846
+165
+24% +$71.3K 0.06% 170
2022
Q2 		$262K Sell
681
-70
-9% -$29K 0.04% 202
2022
Q1 		$361K Buy
751
+65
+9% +$33.3K 0.05% 190
2021
Q4 		$441K Hold
686
– – 0.06% 183
2021
Q3 		$370K Buy
686
+60
+10% +$32.3K 0.06% 187
2021
Q2 		$307K Hold
626
– – 0.05% 204
2021
Q1 		$240K Hold
626
– – 0.04% 211
2020
Q4 		$238K Buy
+626
New +$220K 0.04% 193
2020
Q1 		– Sell
-784
Closed -$205K – 182
2019
Q4 		$205K Buy
+784
New +$205K 0.04% 187

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

Abbrea Capital's INTU Position: Q2 2024 in Review

Abbrea Capital reduced its Intuit (INTU) stake by 13% in Q2 2024, selling an estimated $89.9K and leaving 949 shares worth $624K. The position accounts for 0.08% of the portfolio, ranked #147.

Abbrea Capital first reported a position in INTU in Q4 2019 and has held it in 16 quarters since. The position peaked at $711K in Q1 2024. 1,963 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

  • Abbrea Capital held 949 shares of Intuit worth $624K as of Q2 2024.
  • Abbrea Capital sold 145 Intuit shares in Q2 2024, an estimated $89.9K.
  • Intuit made up 0.08% of Abbrea Capital's portfolio in Q2 2024, its #147 holding.
  • Abbrea Capital first reported a position in Intuit in Q4 2019 and has held it in 16 quarters since.
  • Abbrea Capital's Intuit position peaked at $711K in Q1 2024.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Abbrea Capital's 13F filing for Q2 2024, filed 8 Aug 2024.