Custom Portfolio Group’s Intuit INTU Stock Holding History

Custom Portfolio Group’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 Q2	$70.3K	Hold	107	–	–	0.06%	89
2024 Q1	$69.5K	Hold	107	–	–	0.06%	89
2023 Q4	$66.9K	Buy	+107	New	+$59K	0.06%	82

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Custom Portfolio Group's INTU Position: Q2 2024 in Review

Custom Portfolio Group held its Intuit (INTU) position steady in Q2 2024 at 107 shares worth $70.3K. The position accounts for 0.06% of the portfolio, ranked #89.

Custom Portfolio Group first reported a position in INTU in Q4 2023 and has held it in 3 quarters since. 1,966 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

Custom Portfolio Group held 107 shares of Intuit worth $70.3K as of Q2 2024.
Custom Portfolio Group left its Intuit share count unchanged in Q2 2024.
Intuit made up 0.06% of Custom Portfolio Group's portfolio in Q2 2024, its #89 holding.
Custom Portfolio Group first reported a position in Intuit in Q4 2023 and has held it in 3 quarters since.
1,966 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.