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Bison Wealth’s Intuit INTU Stock Holding History

Bison 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
2024
Q4 		– Sell
-336
Closed -$209K – 374
2024
Q3 		$209K Sell
336
-249
-43% -$159K 0.03% 395
2024
Q2 		$380K Hold
585
– – 0.06% 282
2024
Q1 		$380K Buy
585
+1
+0.2% +$638 0.06% 282
2023
Q4 		$365K Buy
584
+37
+7% +$20.4K 0.06% 281
2023
Q3 		$280K Buy
547
+29
+6% +$14.7K 0.05% 317
2023
Q2 		$237K Buy
+518
New +$227K 0.04% 331
2022
Q4 		– Sell
-526
Closed -$203K – 280
2022
Q3 		$203K Hold
526
– – 0.08% 238
2022
Q2 		$203K Hold
526
– – 0.12% 176
2022
Q1 		$253K Sell
526
-5
-0.9% -$2.56K 0.13% 179
2021
Q4 		$342K Hold
531
– – 0.2% 129
2021
Q3 		$286K Sell
531
-575
-52% -$310K 0.13% 179
2021
Q2 		$542K Buy
1,106
+60
+6% +$26K 0.24% 106
2021
Q1 		$401K Sell
1,046
-703
-40% -$271K 0.17% 157
2020
Q4 		$664K Buy
1,749
+1,107
+172% +$389K 0.31% 78
2020
Q3 		$209K Sell
642
-35
-5% -$11K 0.12% 174
2020
Q2 		$201K Buy
+677
New +$186K 0.13% 182

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bison Wealth's INTU Position: Q4 2024 in Review

Bison Wealth sold out of Intuit (INTU) in Q4 2024, closing a stake of 336 shares — an estimated $209K sold.

Bison Wealth first reported a position in INTU in Q2 2020 and held it in 16 quarters. The position peaked at $664K in Q4 2020. 2,063 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Bison Wealth reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 336 Intuit shares in Q4 2024, an estimated $209K.
  • Bison Wealth first reported a position in Intuit in Q2 2020 and held it in 16 quarters.
  • Bison Wealth's Intuit position peaked at $664K in Q4 2020.
  • 2,063 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.