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Custom Index Systems’s Intuit INTU Stock Holding History

Custom Index Systems’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
-528
Closed -$332K – 311
2024
Q4 		$332K Buy
528
+20
+4% +$12.8K 0.18% 165
2024
Q3 		$315K Sell
508
-203
-29% -$130K 0.17% 186
2024
Q2 		$467K Buy
711
+89
+14% +$55.2K 0.27% 96
2024
Q1 		$404K Sell
622
-383
-38% -$244K 0.23% 139
2023
Q4 		$628K Buy
+1,005
New +$554K 0.39% 55

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

Custom Index Systems's INTU Position: Q1 2025 in Review

Custom Index Systems sold out of Intuit (INTU) in Q1 2025, closing a stake of 528 shares — an estimated $332K sold.

Custom Index Systems first reported a position in INTU in Q4 2023 and held it in 5 quarters. The position peaked at $628K in Q4 2023. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

  • Custom Index Systems reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
  • Custom Index Systems sold 528 Intuit shares in Q1 2025, an estimated $332K.
  • Custom Index Systems first reported a position in Intuit in Q4 2023 and held it in 5 quarters.
  • Custom Index Systems's Intuit position peaked at $628K in Q4 2023.
  • 2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Custom Index Systems's 13F filing for Q1 2025, filed 14 May 2025.