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Austin Private Wealth’s Intuit INTU Stock Holding History

Austin Private Wealth’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
Q4 		$1.29M Sell
1,940
-29
-1% -$19.2K 0.1% 94
2025
Q3 		$1.34M Sell
1,969
-79
-4% -$56.9K 0.1% 97
2025
Q2 		$1.61M Sell
2,048
-195
-9% -$132K 0.13% 90
2025
Q1 		$1.38M Sell
2,243
-46
-2% -$27.6K 0.12% 83
2024
Q4 		$1.44M Buy
2,289
+1,331
+139% +$850K 0.14% 64
2024
Q3 		$595K Buy
958
+13
+1% +$8.3K 0.06% 127
2024
Q2 		$621K Buy
945
+46
+5% +$28.5K 0.07% 106
2024
Q1 		$560K Sell
899
-14
-2% -$8.94K 0.06% 112
2023
Q4 		$571K Buy
913
+489
+115% +$270K 0.07% 93
2023
Q3 		$217K Buy
+424
New +$215K 0.03% 156

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return