Coppell Advisory Solutions’s Intuit INTU Stock Holding History

Coppell Advisory Solutions’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	-121	Closed	-$76.6K	–	1070
2024 Q4	$76.6K	Sell	121 -30	-20%	-$19.2K	0.01%	479
2024 Q3	$93.5K	Buy	151 +59	+64%	+$37.7K	0.01%	411
2024 Q2	$60.5K	Buy	+92	New	+$57.1K	0.01%	451
2023 Q4	$15.6K	Buy	+25	New	+$13.8K	﹤0.01%	813
2023 Q3	–	Sell	-18	Closed	-$8.21K	–	1359
2023 Q2	$8.21K	Buy	+18	New	+$7.88K	﹤0.01%	739

Other funds holding INTU

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T 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 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