Donoghue Forlines’s Intuit INTU Stock Holding History

Donoghue Forlines’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 Q3	–	Sell	-3,532	Closed	-$2.78M	–	119
2025 Q2	$2.78M	Buy	+3,532	New	+$2.39M	0.79%	38
2024 Q4	–	Sell	-1,698	Closed	-$1.05M	–	178
2024 Q3	$1.05M	Buy	1,698 +146	+9%	+$93.2K	0.3%	114
2024 Q2	$1.02M	Buy	1,552 +85	+6%	+$52.7K	0.29%	88
2024 Q1	$954K	Buy	1,467 +279	+23%	+$178K	0.27%	90
2023 Q4	$743K	Sell	1,188 -81	-6%	-$44.7K	0.23%	101
2023 Q3	$648K	Sell	1,269 -225	-15%	-$114K	0.23%	139
2023 Q2	$685K	Buy	1,494 +521	+54%	+$228K	0.21%	101
2023 Q1	$434K	Sell	973 -86	-8%	-$35.3K	0.16%	154
2022 Q4	$412K	Sell	1,059 -122	-10%	-$48.4K	0.15%	175
2022 Q3	$457K	Sell	1,181 -1,945	-62%	-$840K	0.16%	107
2022 Q2	$1.21M	Sell	3,126 -376	-11%	-$156K	0.32%	66
2022 Q1	$1.68M	Sell	3,502 -1,559	-31%	-$798K	0.36%	61
2021 Q4	$3.25M	Sell	5,061 -1,253	-20%	-$773K	0.55%	25
2021 Q3	$3.41M	Buy	6,314 +3,021	+92%	+$1.63M	0.66%	24
2021 Q2	$1.61M	Sell	3,293 -106	-3%	-$46K	0.3%	87
2021 Q1	$1.3M	Sell	3,399 -300	-8%	-$116K	0.25%	89
2020 Q4	$1.41M	Buy	+3,699	New	+$1.3M	0.27%	95
2018 Q3	–	Sell	-11,560	Closed	-$2.36M	–	183
2018 Q2	$2.36M	Buy	+11,560	New	+$2.22M	0.2%	76

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

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

T. Rowe Price Associates

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return