Claris Advisors’s Intuit INTU Stock Holding History

Claris Advisors’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	–	Sell	-2	Closed	-$1.24K	–	582
2024 Q3	$1.24K	Buy	+2	New	+$1.28K	﹤0.01%	386

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Claris Advisors's INTU Position: Q4 2024 in Review

Claris Advisors sold out of Intuit (INTU) in Q4 2024, closing a stake of 2 shares — an estimated $1.24K sold.

Claris Advisors first reported a position in INTU in Q3 2024 and held it in 1 quarter. The position peaked at $1.24K in Q3 2024. 2,063 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

Claris Advisors reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Intuit shares in Q4 2024, an estimated $1.24K.
Claris Advisors first reported a position in Intuit in Q3 2024 and held it in 1 quarter.
Claris Advisors's Intuit position peaked at $1.24K in Q3 2024.
2,063 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.