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Capital Wealth Planning’s Intuit INTU Stock Holding History

Capital Wealth Planning’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
2026
Q1 		$8.94M Buy
+20,684
New +$9.87M 0.05% 92
2024
Q4 		– Sell
-115
Closed -$71.4K – 143
2024
Q3 		$71.4K Buy
+115
New +$73.4K ﹤0.01% 140
2024
Q2 		– Sell
-352
Closed -$229K – 137
2024
Q1 		$229K Buy
+352
New +$225K ﹤0.01% 133
2015
Q3 		– Sell
-3,200
Closed -$322K – 112
2015
Q2 		$322K Sell
3,200
-200
-6% -$20.4K 0.19% 77
2015
Q1 		$330K Sell
3,400
-130
-4% -$12.1K 0.17% 84
2014
Q4 		$325K Sell
3,530
-170
-5% -$15.1K 0.15% 88
2014
Q3 		$324K Sell
3,700
-115
-3% -$9.55K 0.13% 92
2014
Q2 		$307K Hold
3,815
– – 0.11% 99
2014
Q1 		$297K Buy
+3,815
New +$291K 0.13% 94
2013
Q4 		– Sell
-3,815
Closed -$253K – 96
2013
Q3 		$253K Buy
+3,815
New +$246K 0.11% 115

Other funds holding INTU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return