Delap Wealth Advisory’s Intuit INTU Stock Holding History

Delap Wealth Advisory’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	–	Sell	-387	Closed	-$252K	–	208
2024 Q1	$252K	Buy	+387	New	+$247K	0.1%	195

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Delap Wealth Advisory's INTU Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Intuit (INTU) in Q2 2024, closing a stake of 387 shares — an estimated $252K sold.

Delap Wealth Advisory first reported a position in INTU in Q1 2024 and held it in 1 quarter. The position peaked at $252K in Q1 2024. 1,962 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

Delap Wealth Advisory reported no remaining Intuit position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 387 Intuit shares in Q2 2024, an estimated $252K.
Delap Wealth Advisory first reported a position in Intuit in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Intuit position peaked at $252K in Q1 2024.
1,962 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.