Eagle Bay Advisors’s Intuit INTU Stock Holding History

Eagle Bay 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	-101	Closed	-$63.5K	–	530
2024 Q4	$63.5K	Sell	101 -18	-15%	-$11.5K	0.04%	297
2024 Q3	$73.9K	Buy	119 +4	+3%	+$2.55K	0.03%	366
2024 Q2	$75.5K	Sell	115 -4	-3%	-$2.48K	0.05%	275
2024 Q1	$77.3K	Buy	119 +48	+68%	+$30.6K	0.05%	256
2023 Q4	$44.3K	Sell	71 -8	-10%	-$4.41K	0.03%	311
2023 Q3	$40.3K	Buy	79 +4	+5%	+$2.02K	0.02%	446
2023 Q2	$34.3K	Sell	75 -56	-43%	-$24.5K	0.02%	440
2023 Q1	$58.3K	Sell	131 -11	-8%	-$4.52K	0.03%	350
2022 Q4	$55.2K	Buy	142 +4	+3%	+$1.59K	0.03%	356
2022 Q3	$53K	Buy	138 +2	+1%	+$864	0.03%	328
2022 Q2	$52.4K	Buy	+136	New	+$56.3K	0.03%	356
2022 Q1	–	Sell	-463	Closed	-$298K	–	609
2021 Q4	$298K	Sell	463 -97	-17%	-$59.9K	0.19%	77
2021 Q3	$304K	Sell	560 -6	-1%	-$3.23K	0.18%	84
2021 Q2	$283K	Buy	+566	New	+$245K	0.23%	59

Other funds holding INTU

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T 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 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