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Allen Investment Management’s Intuit INTU Stock Holding History

Allen Investment 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
2025
Q2 		– Sell
-2,787
Closed -$1.71M – 203
2025
Q1 		$1.71M Hold
2,787
– – 0.02% 119
2024
Q4 		$1.75M Buy
2,787
+193
+7% +$123K 0.02% 116
2024
Q3 		$1.61M Sell
2,594
-33,760
-93% -$21.5M 0.02% 119
2024
Q2 		$23.9M Buy
36,354
+714
+2% +$443K 0.29% 47
2024
Q1 		$23.2M Buy
35,640
+7,536
+27% +$4.81M 0.29% 46
2023
Q4 		$17.6M Sell
28,104
-2,820
-9% -$1.56M 0.23% 50
2023
Q3 		$15.8M Buy
30,924
+5,955
+24% +$3.01M 0.23% 50
2023
Q2 		$11.4M Buy
24,969
+20,436
+451% +$8.95M 0.17% 54
2023
Q1 		$2.02M Buy
+4,533
New +$1.86M 0.03% 99

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allen Investment Management's INTU Position: Q2 2025 in Review

Allen Investment Management sold out of Intuit (INTU) in Q2 2025, closing a stake of 2,787 shares — an estimated $1.71M sold.

Allen Investment Management first reported a position in INTU in Q1 2023 and held it in 9 quarters. The position peaked at $23.9M in Q2 2024. 2,208 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

  • Allen Investment Management reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
  • Allen Investment Management sold 2,787 Intuit shares in Q2 2025, an estimated $1.71M.
  • Allen Investment Management first reported a position in Intuit in Q1 2023 and held it in 9 quarters.
  • Allen Investment Management's Intuit position peaked at $23.9M in Q2 2024.
  • 2,208 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Allen Investment Management's 13F filing for Q2 2025, filed 7 Aug 2025.