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Atalanta Sosnoff Capital’s Intuit INTU Stock Holding History

Atalanta Sosnoff Capital’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
-24,012
Closed -$15.1M – 110
2024
Q4 		$15.1M Sell
24,012
-257
-1% -$164K 0.33% 50
2024
Q3 		$15.1M Buy
24,269
+4,457
+22% +$2.84M 0.32% 60
2024
Q2 		$13M Sell
19,812
-71
-0.4% -$44K 0.29% 54
2024
Q1 		$12.9M Sell
19,883
-1,540
-7% -$983K 0.3% 61
2023
Q4 		$13.4M Sell
21,423
-101
-0.5% -$55.7K 0.35% 57
2023
Q3 		$11M Buy
21,524
+2,513
+13% +$1.27M 0.33% 61
2023
Q2 		$8.71M Buy
19,011
+3,091
+19% +$1.35M 0.24% 62
2023
Q1 		$7.1M Sell
15,920
-20,613
-56% -$8.46M 0.21% 60
2022
Q4 		$14.2M Buy
36,533
+12,696
+53% +$5.04M 0.44% 56
2022
Q3 		$9.23M Sell
23,837
-4,745
-17% -$2.05M 0.29% 53
2022
Q2 		$11M Buy
28,582
+27,202
+1,971% +$11.3M 0.33% 54
2022
Q1 		$664K Buy
1,380
+305
+28% +$156K 0.02% 86
2021
Q4 		$691K Sell
1,075
-10
-0.9% -$6.17K 0.01% 85
2021
Q3 		$585K Sell
1,085
-5
-0.5% -$2.69K 0.01% 75
2021
Q2 		$534K Buy
1,090
+120
+12% +$52K 0.01% 81
2021
Q1 		$372K Sell
970
-5
-0.5% -$1.93K 0.01% 88
2020
Q4 		$370K Hold
975
– – 0.01% 86
2020
Q3 		$318K Sell
975
-10
-1% -$3.13K 0.01% 88
2020
Q2 		$292K Buy
985
+10
+1% +$2.74K 0.01% 93
2020
Q1 		$224K Hold
975
– – 0.01% 89
2019
Q4 		$255K Sell
975
-5
-0.5% -$1.31K 0.01% 90
2019
Q3 		$261K Buy
+980
New +$270K 0.01% 88

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Atalanta Sosnoff Capital's INTU Position: Q1 2025 in Review

Atalanta Sosnoff Capital sold out of Intuit (INTU) in Q1 2025, closing a stake of 24,012 shares — an estimated $15.1M sold.

Atalanta Sosnoff Capital first reported a position in INTU in Q3 2019 and held it in 22 quarters. The position peaked at $15.1M in Q4 2024. 2,031 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

  • Atalanta Sosnoff Capital reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
  • Atalanta Sosnoff Capital sold 24,012 Intuit shares in Q1 2025, an estimated $15.1M.
  • Atalanta Sosnoff Capital first reported a position in Intuit in Q3 2019 and held it in 22 quarters.
  • Atalanta Sosnoff Capital's Intuit position peaked at $15.1M in Q4 2024.
  • 2,031 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Atalanta Sosnoff Capital's 13F filing for Q1 2025, filed 15 May 2025.