Clear Harbor Asset Management’s Intuit INTU Stock Holding History

Clear Harbor Asset 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
2025 Q1	–	Sell	-411	Closed	-$258K	–	429
2024 Q4	$258K	Hold	411	–	–	0.02%	329
2024 Q3	$255K	Sell	411 -3,951	-91%	-$2.52M	0.02%	313
2024 Q2	$2.87M	Sell	4,362 -150	-3%	-$93K	0.25%	87
2024 Q1	$2.93M	Sell	4,512 -330	-7%	-$211K	0.26%	85
2023 Q4	$3.03M	Buy	4,842 +18	+0.4%	+$9.93K	0.28%	77
2023 Q3	$2.46M	Sell	4,824 -210	-4%	-$106K	0.26%	85
2023 Q2	$2.31M	Buy	5,034 +2,005	+66%	+$878K	0.23%	91
2023 Q1	$1.35M	Buy	+3,029	New	+$1.24M	0.14%	130
2022 Q2	–	Sell	-483	Closed	-$232K	–	426
2022 Q1	$232K	Hold	483	–	–	0.03%	328
2021 Q4	$311K	Hold	483	–	–	0.03%	295
2021 Q3	$261K	Hold	483	–	–	﹤0.01%	315
2021 Q2	$237K	Buy	+483	New	+$209K	0.03%	314
2020 Q4	–	Sell	-483	Closed	-$158K	–	509
2020 Q3	$158K	Buy	+483	New	+$151K	0.03%	271
2020 Q1	–	Sell	-483	Closed	-$127K	–	464
2019 Q4	$127K	Buy	+483	New	+$126K	0.02%	308

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Clear Harbor Asset Management's INTU Position: Q1 2025 in Review

Clear Harbor Asset Management sold out of Intuit (INTU) in Q1 2025, closing a stake of 411 shares — an estimated $258K sold.

Clear Harbor Asset Management first reported a position in INTU in Q4 2019 and held it in 14 quarters. The position peaked at $3.03M in Q4 2023. 2,032 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

Clear Harbor Asset Management reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
Clear Harbor Asset Management sold 411 Intuit shares in Q1 2025, an estimated $258K.
Clear Harbor Asset Management first reported a position in Intuit in Q4 2019 and held it in 14 quarters.
Clear Harbor Asset Management's Intuit position peaked at $3.03M in Q4 2023.
2,032 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Clear Harbor Asset Management's 13F filing for Q1 2025, filed 15 May 2025.