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Altium Wealth Management’s Intuit INTU Stock Holding History

Altium 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
2022
Q2 		$1.52M Buy
3,953
+391
+11% +$162K 0.11% 112
2022
Q1 		$1.71M Buy
3,562
+1,303
+58% +$667K 0.11% 102
2021
Q4 		$1.45M Buy
2,259
+146
+7% +$90.1K 0.09% 112
2021
Q3 		$1.14M Buy
2,113
+105
+5% +$56.6K 0.08% 119
2021
Q2 		$984K Buy
2,008
+87
+5% +$37.7K 0.07% 133
2021
Q1 		$736K Buy
1,921
+76
+4% +$29.3K 0.06% 156
2020
Q4 		$701K Buy
1,845
+82
+5% +$28.8K 0.06% 137
2020
Q3 		$575K Buy
1,763
+32
+2% +$10K 0.06% 142
2020
Q2 		$513K Buy
1,731
+49
+3% +$13.4K 0.06% 153
2020
Q1 		$387K Buy
1,682
+103
+7% +$27.9K 0.05% 168
2019
Q4 		$414K Sell
1,579
-71
-4% -$18.6K 0.05% 183
2019
Q3 		$439K Buy
1,650
+44
+3% +$12.1K 0.06% 173
2019
Q2 		$420K Sell
1,606
-15
-0.9% -$3.81K 0.06% 180
2019
Q1 		$424K Buy
1,621
+34
+2% +$7.86K 0.07% 179
2018
Q4 		$312K Buy
1,587
+33
+2% +$6.87K 0.06% 200
2018
Q3 		$353K Sell
1,554
-229
-13% -$49.2K 0.07% 198
2018
Q2 		$364K Buy
+1,783
New +$342K 0.1% 154

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.33B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Altium Wealth Management's INTU Position: Q2 2022 in Review

Altium Wealth Management increased its Intuit (INTU) stake by 11% in Q2 2022, buying an estimated $162K and bringing the position to 3,953 shares worth $1.52M. The position accounts for 0.11% of the portfolio, ranked #112.

Altium Wealth Management first reported a position in INTU in Q2 2018 and has held it in 17 quarters since. The position peaked at $1.71M in Q1 2022. 1,498 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

  • Altium Wealth Management held 3,953 shares of Intuit worth $1.52M as of Q2 2022.
  • Altium Wealth Management bought 391 Intuit shares in Q2 2022, an estimated $162K.
  • Intuit made up 0.11% of Altium Wealth Management's portfolio in Q2 2022, its #112 holding.
  • Altium Wealth Management first reported a position in Intuit in Q2 2018 and has held it in 17 quarters since.
  • Altium Wealth Management's Intuit position peaked at $1.71M in Q1 2022.
  • 1,498 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.