Chase Investment Counsel’s Intuit INTU Stock Holding History

Chase Investment Counsel’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	-1,410	Closed	-$886K	–	140
2024 Q4	$886K	Hold	1,410	–	–	0.28%	76
2024 Q3	$875K	Sell	1,410 -190	-12%	-$121K	0.29%	76
2024 Q2	$1.05M	Sell	1,600 -216	-12%	-$134K	0.37%	66
2024 Q1	$1.18M	Hold	1,816	–	–	0.44%	64
2023 Q4	$1.14M	Buy	1,816 +836	+85%	+$461K	0.5%	54
2023 Q3	$500K	Buy	+980	New	+$496K	0.25%	82

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

Chase Investment Counsel's INTU Position: Q1 2025 in Review

Chase Investment Counsel sold out of Intuit (INTU) in Q1 2025, closing a stake of 1,410 shares — an estimated $886K sold.

Chase Investment Counsel first reported a position in INTU in Q3 2023 and held it in 6 quarters. The position peaked at $1.18M in Q1 2024. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

Chase Investment Counsel reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
Chase Investment Counsel sold 1,410 Intuit shares in Q1 2025, an estimated $886K.
Chase Investment Counsel first reported a position in Intuit in Q3 2023 and held it in 6 quarters.
Chase Investment Counsel's Intuit position peaked at $1.18M in Q1 2024.
2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Chase Investment Counsel's 13F filing for Q1 2025, filed 12 May 2025.