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Adero Partners’s Intuit INTU Stock Holding History

Adero Partners’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
Q1 		$1.39M Buy
2,256
+23
+1% +$13.8K 0.09% 72
2024
Q4 		$1.4M Buy
2,233
+26
+1% +$16.6K 0.09% 73
2024
Q3 		$1.37M Sell
2,207
-380
-15% -$243K 0.09% 70
2024
Q2 		$1.7M Sell
2,587
-542
-17% -$336K 0.12% 64
2024
Q1 		$2.03M Sell
3,129
-14
-0.4% -$8.94K 0.15% 63
2023
Q4 		$1.96M Sell
3,143
-33
-1% -$18.2K 0.17% 60
2023
Q3 		$1.62M Buy
3,176
+64
+2% +$32.4K 0.16% 59
2023
Q2 		$1.43M Buy
3,112
+36
+1% +$15.8K 0.14% 64
2023
Q1 		$1.37M Sell
3,076
-85
-3% -$34.9K 0.15% 62
2022
Q4 		$1.23M Buy
3,161
+55
+2% +$21.8K 0.15% 61
2022
Q3 		$1.3M Buy
3,106
+18
+0.6% +$7.78K 0.16% 56
2022
Q2 		$1.18M Buy
3,088
+28
+0.9% +$11.6K 0.17% 56
2022
Q1 		$1.47M Sell
3,060
-11
-0.4% -$5.63K 0.22% 50
2021
Q4 		$1.98M Sell
3,071
-66
-2% -$40.7K 0.32% 46
2021
Q3 		$1.69M Sell
3,137
-1,442
-31% -$777K 0.31% 43
2021
Q2 		$2.25M Sell
4,579
-3
-0.1% -$1.3K 0.52% 32
2021
Q1 		$1.75M Buy
+4,582
New +$1.76M 0.79% 28
2020
Q4 		– Sell
-1,376
Closed -$449K – 88
2020
Q3 		$449K Buy
+1,376
New +$431K 0.36% 50

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Adero Partners's INTU Position: Q1 2025 in Review

Adero Partners increased its Intuit (INTU) stake by 1% in Q1 2025, buying an estimated $13.8K and bringing the position to 2,256 shares worth $1.39M. The position accounts for 0.09% of the portfolio, ranked #72.

Adero Partners first reported a position in INTU in Q3 2020 and has held it in 18 quarters since. The position peaked at $2.25M in Q2 2021. 2,029 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

  • Adero Partners held 2,256 shares of Intuit worth $1.39M as of Q1 2025.
  • Adero Partners bought 23 Intuit shares in Q1 2025, an estimated $13.8K.
  • Intuit made up 0.09% of Adero Partners's portfolio in Q1 2025, its #72 holding.
  • Adero Partners first reported a position in Intuit in Q3 2020 and has held it in 18 quarters since.
  • Adero Partners's Intuit position peaked at $2.25M in Q2 2021.
  • 2,029 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.