CQS
INTU icon

Credential Qtrade Securities’s Intuit INTU Stock Holding History

Credential Qtrade 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
2024
Q1 		$708K Sell
1,089
-2,773
-72% -$1.77M 0.04% 178
2023
Q4 		$2.41M Sell
3,862
-46
-1% -$25.4K 0.14% 78
2023
Q3 		$2M Sell
3,908
-134
-3% -$67.8K 0.13% 83
2023
Q2 		$1.85M Sell
4,042
-32
-0.8% -$14K 0.12% 93
2023
Q1 		$1.82M Buy
4,074
+780
+24% +$320K 0.12% 90
2022
Q4 		$1.28M Buy
3,294
+824
+33% +$327K 0.09% 110
2022
Q3 		$957K Buy
2,470
+41
+2% +$17.7K 0.07% 119
2022
Q2 		$936K Buy
2,429
+101
+4% +$41.8K 0.07% 128
2022
Q1 		$1.12M Buy
2,328
+618
+36% +$316K 0.07% 126
2021
Q4 		$1.1M Buy
1,710
+334
+24% +$206K 0.07% 122
2021
Q3 		$742K Buy
1,376
+442
+47% +$238K 0.06% 149
2021
Q2 		$458K Buy
934
+464
+99% +$201K 0.04% 181
2021
Q1 		$180K Buy
470
+432
+1,137% +$166K 0.02% 226
2020
Q4 		$14.4K Hold
38
– – ﹤0.01% 273
2020
Q3 		$12.4K Hold
38
– – ﹤0.01% 256
2020
Q2 		$11.3K Hold
38
– – ﹤0.01% 250
2020
Q1 		$8.74K Hold
38
– – ﹤0.01% 252
2019
Q4 		$9.95K Hold
38
– – ﹤0.01% 271
2019
Q3 		$10.1K Sell
38
-6
-14% -$1.65K ﹤0.01% 238
2019
Q2 		$11.5K Sell
44
-6
-12% -$1.52K ﹤0.01% 234
2019
Q1 		$13.1K Hold
50
– – ﹤0.01% 239
2018
Q4 		$9.84K Hold
50
– – ﹤0.01% 251
2018
Q3 		$11.4K Buy
+50
New +$10.7K ﹤0.01% 270

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credential Qtrade Securities's INTU Position: Q1 2024 in Review

Credential Qtrade Securities reduced its Intuit (INTU) stake by 72% in Q1 2024, selling an estimated $1.77M and leaving 1,089 shares worth $708K. The position accounts for 0.04% of the portfolio, ranked #178.

Credential Qtrade Securities first reported a position in INTU in Q3 2018 and has held it in 23 quarters since. The position peaked at $2.41M in Q4 2023. 1,943 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

  • Credential Qtrade Securities held 1,089 shares of Intuit worth $708K as of Q1 2024.
  • Credential Qtrade Securities sold 2,773 Intuit shares in Q1 2024, an estimated $1.77M.
  • Intuit made up 0.04% of Credential Qtrade Securities's portfolio in Q1 2024, its #178 holding.
  • Credential Qtrade Securities first reported a position in Intuit in Q3 2018 and has held it in 23 quarters since.
  • Credential Qtrade Securities's Intuit position peaked at $2.41M in Q4 2023.
  • 1,943 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.