Amplius Wealth Advisors’s Intuit INTU Stock Holding History

Amplius Wealth Advisors’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 Q3	–	Sell	-442	Closed	-$348K	–	191
2025 Q2	$348K	Buy	442 +18	+4%	+$12.2K	0.03%	145
2025 Q1	$260K	Buy	424 +16	+4%	+$9.61K	0.03%	150
2024 Q4	$256K	Sell	408 -9	-2%	-$5.75K	0.03%	150
2024 Q3	$259K	Sell	417 -2	-0.5%	-$1.28K	0.03%	146
2024 Q2	$275K	Sell	419 -27	-6%	-$16.7K	0.03%	138
2024 Q1	$290K	Buy	446 +40	+10%	+$25.5K	0.03%	132
2023 Q4	$254K	Sell	406 -3	-0.7%	-$1.66K	0.03%	140
2023 Q3	$209K	Buy	+409	New	+$207K	0.03%	150
2022 Q4	–	Sell	-1,315	Closed	-$509K	–	173
2022 Q3	$509K	Buy	1,315 +109	+9%	+$47.1K	0.09%	82
2022 Q2	$464K	Buy	1,206 +139	+13%	+$57.6K	0.08%	95
2022 Q1	$513K	Sell	1,067 -37	-3%	-$18.9K	0.08%	99
2021 Q4	$710K	Buy	+1,104	New	+$681K	0.1%	83

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return