Edge Financial Advisors’s Intuit INTU Stock Holding History

Edge Financial 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
2024 Q2	–	Sell	-761	Closed	-$495K	–	108
2024 Q1	$495K	Buy	+761	New	+$486K	0.44%	65

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

Edge Financial Advisors's INTU Position: Q2 2024 in Review

Edge Financial Advisors sold out of Intuit (INTU) in Q2 2024, closing a stake of 761 shares — an estimated $495K sold.

Edge Financial Advisors first reported a position in INTU in Q1 2024 and held it in 1 quarter. The position peaked at $495K in Q1 2024. 1,962 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

Edge Financial Advisors reported no remaining Intuit position as of Q2 2024 after selling out during the quarter.
Edge Financial Advisors sold 761 Intuit shares in Q2 2024, an estimated $495K.
Edge Financial Advisors first reported a position in Intuit in Q1 2024 and held it in 1 quarter.
Edge Financial Advisors's Intuit position peaked at $495K in Q1 2024.
1,962 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Edge Financial Advisors's 13F filing for Q2 2024, filed 5 Feb 2026.