Bleakley Financial Group’s Intuit INTU Stock Holding History

Bleakley Financial Group’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	-4,606	Closed	-$2.89M	–	735
2024 Q4	$2.89M	Sell	4,606 -107	-2%	-$68.4K	0.09%	193
2024 Q3	$2.93M	Buy	4,713 +156	+3%	+$99.6K	0.09%	189
2024 Q2	$2.99M	Sell	4,557 -216	-5%	-$134K	0.09%	210
2024 Q1	$3.1M	Buy	4,773 +47	+1%	+$30K	0.09%	213
2023 Q4	$2.95M	Buy	4,726 +418	+10%	+$231K	0.09%	204
2023 Q3	$2.2M	Sell	4,308 -469	-10%	-$237K	0.08%	232
2023 Q2	$2.19M	Buy	4,777 +92	+2%	+$40.3K	0.07%	252
2023 Q1	$2.09M	Buy	4,685 +423	+10%	+$174K	0.07%	245
2022 Q4	$1.66M	Buy	+4,262	New	+$1.69M	0.06%	289

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Bleakley Financial Group's INTU Position: Q1 2025 in Review

Bleakley Financial Group sold out of Intuit (INTU) in Q1 2025, closing a stake of 4,606 shares — an estimated $2.89M sold.

Bleakley Financial Group first reported a position in INTU in Q4 2022 and held it in 9 quarters. The position peaked at $3.1M in Q1 2024. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

Bleakley Financial Group reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 4,606 Intuit shares in Q1 2025, an estimated $2.89M.
Bleakley Financial Group first reported a position in Intuit in Q4 2022 and held it in 9 quarters.
Bleakley Financial Group's Intuit position peaked at $3.1M in Q1 2024.
2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.