CP
INTU icon

Castleview Partners’s Intuit INTU Stock Holding History

Castleview Partners’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 		– Sell
-10
Closed -$6.57K – 722
2024
Q2 		$6.57K Sell
10
-42
-81% -$26.1K ﹤0.01% 591
2024
Q1 		$33.8K Hold
52
– – 0.02% 398
2023
Q4 		$32.5K Buy
52
+15
+41% +$8.27K 0.02% 371
2023
Q3 		$18.9K Buy
37
+33
+825% +$16.7K 0.02% 368
2023
Q2 		$1.83K Hold
4
– – ﹤0.01% 592
2023
Q1 		$1.78K Hold
4
– – ﹤0.01% 573
2022
Q4 		$1.56K Hold
4
– – ﹤0.01% 526
2022
Q3 		$2K Buy
+4
New +$1.73K ﹤0.01% 529
2022
Q1 		– Sell
-16,080
Closed -$25 – 859
2021
Q4 		$25 Buy
+16,080
New +$9.93M ﹤0.01% 924

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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