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Advisor Partners II’s Intuit INTU Stock Holding History

Advisor Partners II’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
2023
Q3 		$8.64M Buy
16,904
+1,153
+7% +$583K 0.35% 42
2023
Q2 		$7.22M Buy
15,751
+469
+3% +$205K 0.34% 51
2023
Q1 		$6.81M Sell
15,282
-34
-0.2% -$14K 0.38% 47
2022
Q4 		$5.96M Buy
15,316
+2,376
+18% +$943K 0.37% 51
2022
Q3 		$5.01M Buy
+12,940
New +$5.59M 0.38% 46

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisor Partners II's INTU Position: Q3 2023 in Review

Advisor Partners II increased its Intuit (INTU) stake by 7.3% in Q3 2023, buying an estimated $583K and bringing the position to 16,904 shares worth $8.64M. The position accounts for 0.35% of the portfolio, ranked #42.

Advisor Partners II first reported a position in INTU in Q3 2022 and has held it in 5 quarters since. 1,740 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

  • Advisor Partners II held 16,904 shares of Intuit worth $8.64M as of Q3 2023.
  • Advisor Partners II bought 1,153 Intuit shares in Q3 2023, an estimated $583K.
  • Intuit made up 0.35% of Advisor Partners II's portfolio in Q3 2023, its #42 holding.
  • Advisor Partners II first reported a position in Intuit in Q3 2022 and has held it in 5 quarters since.
  • 1,740 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.