Atria Wealth Solutions’s Intuit INTU Stock Holding History

Atria Wealth Solutions’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	$1.16M	Sell	1,469 -3,933	-73%	-$2.66M	0.03%	589
2025 Q1	$3.32M	Sell	5,402 -839	-13%	-$504K	0.04%	460
2024 Q4	$3.92M	Buy	6,241 +804	+15%	+$514K	0.04%	424
2024 Q3	$3.38M	Sell	5,437 -82	-1%	-$52.3K	0.04%	456
2024 Q2	$3.63M	Sell	5,519 -1,585	-22%	-$983K	0.04%	425
2024 Q1	$4.62M	Buy	7,104 +369	+5%	+$236K	0.05%	358
2023 Q4	$4.21M	Sell	6,735 -145	-2%	-$80K	0.05%	359
2023 Q3	$3.52M	Buy	6,880 +272	+4%	+$138K	0.05%	385
2023 Q2	$3.03M	Buy	6,608 +746	+13%	+$327K	0.04%	440
2023 Q1	$2.61M	Buy	5,862 +474	+9%	+$195K	0.04%	450
2022 Q4	$2.1M	Buy	5,388 +550	+11%	+$218K	0.03%	498
2022 Q3	$1.87M	Buy	4,838 +2,337	+93%	+$1.01M	0.03%	508
2022 Q2	$964K	Sell	2,501 -3,887	-61%	-$1.61M	0.02%	710
2022 Q1	$3.07M	Buy	+6,388	New	+$3.27M	0.05%	362

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

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

Norges Bank Oslo, Norway $935B AUM

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