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Concourse Financial Group Securities’s Intuit INTU Stock Holding History

Concourse Financial Group Securities’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
-154
Closed -$94.2K – 1039
2024
Q4 		$94.2K Sell
154
-123
-44% -$78.6K 0.01% 963
2024
Q3 		$172K Sell
277
-147
-35% -$93.8K 0.01% 768
2024
Q2 		$279K Buy
424
+77
+22% +$47.8K 0.02% 598
2024
Q1 		$226K Buy
347
+112
+48% +$71.5K 0.01% 638
2023
Q4 		$147K Buy
235
+24
+11% +$13.2K 0.01% 766
2023
Q3 		$108K Sell
211
-524
-71% -$265K 0.01% 833
2023
Q2 		$337K Buy
735
+80
+12% +$35K 0.03% 514
2023
Q1 		$292K Buy
655
+36
+6% +$14.8K 0.02% 546
2022
Q4 		$241K Buy
619
+464
+299% +$184K 0.02% 565
2022
Q3 		$60K Buy
155
+32
+26% +$13.8K 0.01% 885
2022
Q2 		$47K Sell
123
-28
-19% -$11.6K ﹤0.01% 1117
2022
Q1 		$73K Sell
151
-38
-20% -$19.5K 0.01% 993
2021
Q4 		$122K Sell
189
-21
-10% -$13K 0.01% 918
2021
Q3 		$113K Buy
210
+38
+22% +$20.5K 0.01% 936
2021
Q2 		$84K Sell
172
-18
-9% -$7.8K 0.01% 1063
2021
Q1 		$73K Sell
190
-55
-22% -$21.2K 0.01% 1079
2020
Q4 		$93K Buy
245
+87
+55% +$30.6K 0.01% 919
2020
Q3 		$52K Sell
158
-44
-22% -$13.8K ﹤0.01% 1045
2020
Q2 		$60K Sell
202
-21
-9% -$5.76K 0.01% 920
2020
Q1 		$51K Sell
223
-24
-10% -$6.5K 0.01% 895
2019
Q4 		$65K Buy
247
+62
+34% +$16.2K 0.01% 854
2019
Q3 		$49K Sell
185
-32
-15% -$8.8K 0.01% 626
2019
Q2 		$57K Sell
217
-1
-0.5% -$254 0.01% 817
2019
Q1 		$56K Buy
218
+54
+33% +$12.5K 0.01% 838
2018
Q4 		$32K Buy
164
+51
+45% +$10.6K ﹤0.01% 963
2018
Q3 		$26K Buy
+113
New +$24.3K 0.01% 778

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

Concourse Financial Group Securities's INTU Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Intuit (INTU) in Q1 2025, closing a stake of 154 shares — an estimated $94.2K sold.

Concourse Financial Group Securities first reported a position in INTU in Q3 2018 and held it in 26 quarters. The position peaked at $337K in Q2 2023. 2,029 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 154 Intuit shares in Q1 2025, an estimated $94.2K.
  • Concourse Financial Group Securities first reported a position in Intuit in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Intuit position peaked at $337K in Q2 2023.
  • 2,029 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.