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Angeles Investment Advisors’s Intuit INTU Stock Holding History

Angeles Investment 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
Q1 		– Sell
-616
Closed -$387K – 107
2024
Q4 		$387K Sell
616
-43
-7% -$27.5K 0.02% 117
2024
Q3 		$409K Sell
659
-51
-7% -$32.6K 0.02% 127
2024
Q2 		$467K Buy
710
+318
+81% +$197K 0.02% 113
2024
Q1 		$255K Buy
+392
New +$250K 0.01% 181

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

Angeles Investment Advisors's INTU Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Intuit (INTU) in Q1 2025, closing a stake of 616 shares — an estimated $387K sold.

Angeles Investment Advisors first reported a position in INTU in Q1 2024 and held it in 4 quarters. The position peaked at $467K in Q2 2024. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 616 Intuit shares in Q1 2025, an estimated $387K.
  • Angeles Investment Advisors first reported a position in Intuit in Q1 2024 and held it in 4 quarters.
  • Angeles Investment Advisors's Intuit position peaked at $467K in Q2 2024.
  • 2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.