CV Advisors’s Intuit INTU Stock Holding History

CV Advisors’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	-439	Closed	-$276K	–	39
2024 Q4	$276K	Hold	439	–	–	0.1%	25
2024 Q3	$273K	Hold	439	–	–	0.13%	18
2024 Q2	$289K	Hold	439	–	–	0.15%	17
2024 Q1	$285K	Hold	439	–	–	0.16%	19
2023 Q4	$274K	Hold	439	–	–	0.18%	18
2023 Q3	$224K	Hold	439	–	–	0.17%	19
2023 Q2	$201K	Buy	+439	New	+$192K	0.15%	21
2022 Q2	–	Sell	-439	Closed	-$211K	–	26
2022 Q1	$211K	Sell	439 -165	-27%	-$84.5K	0.15%	28
2021 Q4	$389K	Buy	+604	New	+$373K	0.22%	23

Other funds holding INTU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

CV Advisors's INTU Position: Q1 2025 in Review

CV Advisors sold out of Intuit (INTU) in Q1 2025, closing a stake of 439 shares — an estimated $276K sold.

CV Advisors first reported a position in INTU in Q4 2021 and held it in 9 quarters. The position peaked at $389K in Q4 2021. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

CV Advisors reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
CV Advisors sold 439 Intuit shares in Q1 2025, an estimated $276K.
CV Advisors first reported a position in Intuit in Q4 2021 and held it in 9 quarters.
CV Advisors's Intuit position peaked at $389K in Q4 2021.
2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on CV Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.