EAM
INTU icon

EFG Asset Management’s Intuit INTU Stock Holding History

EFG Asset Management’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
-4,413
Closed -$2.77M – 186
2024
Q4 		$2.77M Sell
4,413
-1,839
-29% -$1.18M 0.38% 112
2024
Q3 		$3.88M Buy
6,252
+1,114
+22% +$711K 0.65% 35
2024
Q2 		$3.38M Sell
5,138
-899
-15% -$558K 0.59% 50
2024
Q1 		$3.92M Sell
6,037
-1,390
-19% -$887K 0.68% 40
2023
Q4 		$4.64M Buy
7,427
+3,831
+107% +$2.11M 0.88% 25
2023
Q3 		$1.84M Sell
3,596
-139
-4% -$70.3K 0.44% 76
2023
Q2 		$1.71M Sell
3,735
-924
-20% -$405K 0.37% 93
2023
Q1 		$2.08M Sell
4,659
-163
-3% -$66.9K 0.46% 70
2022
Q4 		$1.88M Buy
4,822
+325
+7% +$129K 0.42% 81
2022
Q3 		$1.74M Buy
4,497
+85
+2% +$36.7K 0.4% 90
2022
Q2 		$1.7M Sell
4,412
-1,498
-25% -$620K 0.36% 90
2022
Q1 		$2.84M Sell
5,910
-2
-0% -$1.02K 0.43% 69
2021
Q4 		$3.8M Buy
+5,912
New +$3.65M 0.5% 58

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

EFG Asset Management's INTU Position: Q1 2025 in Review

EFG Asset Management sold out of Intuit (INTU) in Q1 2025, closing a stake of 4,413 shares — an estimated $2.77M sold.

EFG Asset Management first reported a position in INTU in Q4 2021 and held it in 13 quarters. The position peaked at $4.64M in Q4 2023. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

  • EFG Asset Management reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
  • EFG Asset Management sold 4,413 Intuit shares in Q1 2025, an estimated $2.77M.
  • EFG Asset Management first reported a position in Intuit in Q4 2021 and held it in 13 quarters.
  • EFG Asset Management's Intuit position peaked at $4.64M in Q4 2023.
  • 2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on EFG Asset Management's 13F filing for Q1 2025, filed 15 May 2025.