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Cassady Schiller Wealth Management’s Intuit INTU Stock Holding History

Cassady Schiller Wealth Management’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 		$9.43K Buy
+15
New +$9.59K ﹤0.01% 348
2022
Q1 		– Sell
-6
Closed -$4K – 340
2021
Q4 		$4K Buy
+6
New +$3.7K ﹤0.01% 363

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

Cassady Schiller Wealth Management's INTU Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Intuit (INTU) in Q4 2024: 15 shares worth $9.43K. The stake represents ﹤0.01% of the portfolio and ranks #348 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in INTU as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in INTU in Q4 2021 and has held it in 2 quarters since. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Cassady Schiller Wealth Management held 15 shares of Intuit worth $9.43K as of Q4 2024.
  • Intuit was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Intuit made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #348 holding.
  • Cassady Schiller Wealth Management first reported a position in Intuit in Q4 2021 and has held it in 2 quarters since.
  • 2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.