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Catalina Capital Group’s Intuit INTU Stock Holding History

Catalina Capital 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
-922
Closed -$580K – 275
2024
Q4 		$580K Sell
922
-24
-3% -$15.3K 0.19% 107
2024
Q3 		$587K Buy
946
+120
+15% +$76.6K 0.2% 108
2024
Q2 		$543K Buy
826
+54
+7% +$33.5K 0.2% 103
2024
Q1 		$502K Buy
+772
New +$493K 0.21% 104

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Catalina Capital Group's INTU Position: Q1 2025 in Review

Catalina Capital Group sold out of Intuit (INTU) in Q1 2025, closing a stake of 922 shares — an estimated $580K sold.

Catalina Capital Group first reported a position in INTU in Q1 2024 and held it in 4 quarters. The position peaked at $587K in Q3 2024. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

  • Catalina Capital Group reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
  • Catalina Capital Group sold 922 Intuit shares in Q1 2025, an estimated $580K.
  • Catalina Capital Group first reported a position in Intuit in Q1 2024 and held it in 4 quarters.
  • Catalina Capital Group's Intuit position peaked at $587K in Q3 2024.
  • 2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Catalina Capital Group's 13F filing for Q1 2025, filed 21 Apr 2025.