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 $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

Coppell Advisory Solutions's INTU Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Intuit (INTU) in Q1 2025, closing a stake of 121 shares — an estimated $76.6K sold.

Coppell Advisory Solutions first reported a position in INTU in Q2 2023 and held it in 5 quarters. The position peaked at $93.5K in Q3 2024. 2,032 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

Coppell Advisory Solutions reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 121 Intuit shares in Q1 2025, an estimated $76.6K.
Coppell Advisory Solutions first reported a position in Intuit in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's Intuit position peaked at $93.5K in Q3 2024.
2,032 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.