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Delta Financial Group’s Intuit INTU Stock Holding History

Delta Financial 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
2025
Q1 		$857K Hold
1,398
– – 0.2% 84
2024
Q4 		$879K Buy
+1,398
New +$893K 0.21% 80
2024
Q2 		– Sell
-1,429
Closed -$929K – 167
2024
Q1 		$929K Hold
1,429
– – 0.27% 67
2023
Q4 		$893K Buy
1,429
+1
+0.1% +$552 0.28% 64
2023
Q3 		$730K Buy
+1,428
New +$723K 0.25% 74
2023
Q2 		– Sell
-1,408
Closed -$628K – 139
2023
Q1 		$628K Hold
1,408
– – 0.25% 76
2022
Q4 		$540K Buy
+1,408
New +$559K 0.24% 80

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

Delta Financial Group's INTU Position: Q1 2025 in Review

Delta Financial Group held its Intuit (INTU) position steady in Q1 2025 at 1,398 shares worth $857K. The position accounts for 0.2% of the portfolio, ranked #84.

Delta Financial Group first reported a position in INTU in Q4 2022 and has held it in 7 quarters since. The position peaked at $929K in Q1 2024. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

  • Delta Financial Group held 1,398 shares of Intuit worth $857K as of Q1 2025.
  • Delta Financial Group left its Intuit share count unchanged in Q1 2025.
  • Intuit made up 0.2% of Delta Financial Group's portfolio in Q1 2025, its #84 holding.
  • Delta Financial Group first reported a position in Intuit in Q4 2022 and has held it in 7 quarters since.
  • Delta Financial Group's Intuit position peaked at $929K in Q1 2024.
  • 2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.