AA
INTU icon

Axiom Advisory’s Intuit INTU Stock Holding History

Axiom Advisory’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
2024
Q3 		$16.5M Sell
25,783
-28,506
-53% -$18.2M 0.15% 34
2024
Q2 		$33.6M Buy
54,289
+53,392
+5,952% +$33.1M 0.37% 24
2024
Q1 		$583K Hold
897
– – 0.43% 24
2023
Q4 		$561K Sell
897
-18
-2% -$9.93K 0.45% 23
2023
Q3 		$468K Buy
915
+1
+0.1% +$506 0.42% 23
2023
Q2 		$419K Buy
914
+2
+0.2% +$876 0.37% 23
2023
Q1 		$402K Sell
912
-283
-24% -$116K 0.38% 24
2022
Q4 		$465K Buy
1,195
+2
+0.2% +$793 0.49% 20
2022
Q3 		$462K Sell
1,193
-430
-26% -$186K 0.55% 20
2022
Q2 		$626K Buy
1,623
+717
+79% +$297K 0.69% 20
2022
Q1 		$436K Buy
+906
New +$464K 0.36% 24

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Axiom Advisory's INTU Position: Q3 2024 in Review

Axiom Advisory reduced its Intuit (INTU) stake by 53% in Q3 2024, selling an estimated $18.2M and leaving 25,783 shares worth $16.5M. The position accounts for 0.15% of the portfolio, ranked #34.

Axiom Advisory first reported a position in INTU in Q1 2022 and has held it in 11 quarters since. The position peaked at $33.6M in Q2 2024. 1,963 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Axiom Advisory held 25,783 shares of Intuit worth $16.5M as of Q3 2024.
  • Axiom Advisory sold 28,506 Intuit shares in Q3 2024, an estimated $18.2M.
  • Intuit made up 0.15% of Axiom Advisory's portfolio in Q3 2024, its #34 holding.
  • Axiom Advisory first reported a position in Intuit in Q1 2022 and has held it in 11 quarters since.
  • Axiom Advisory's Intuit position peaked at $33.6M in Q2 2024.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.