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Epic Trust Investment Advisors’s Intuit INTU Stock Holding History

Epic Trust Investment 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 		$716K Buy
1,090
+199
+22% +$123K 0.79% 29
2024
Q1 		$579K Buy
891
+28
+3% +$17.9K 0.71% 33
2023
Q4 		$540K Buy
863
+52
+6% +$28.7K 0.72% 36
2023
Q3 		$415K Sell
811
-42
-5% -$21.3K 0.65% 43
2023
Q2 		$391K Sell
853
-228
-21% -$99.8K 0.56% 47
2023
Q1 		$482K Sell
1,081
-262
-20% -$108K 0.59% 45
2022
Q4 		$523K Sell
1,343
-54
-4% -$21.4K 0.79% 39
2022
Q3 		$541K Buy
+1,397
New +$603K 0.75% 36

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Epic Trust Investment Advisors's INTU Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Intuit (INTU) stake by 22% in Q2 2024, buying an estimated $123K and bringing the position to 1,090 shares worth $716K. The position accounts for 0.79% of the portfolio, ranked #29.

Epic Trust Investment Advisors first reported a position in INTU in Q3 2022 and has held it in 8 quarters since. 1,963 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

  • Epic Trust Investment Advisors held 1,090 shares of Intuit worth $716K as of Q2 2024.
  • Epic Trust Investment Advisors bought 199 Intuit shares in Q2 2024, an estimated $123K.
  • Intuit made up 0.79% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #29 holding.
  • Epic Trust Investment Advisors first reported a position in Intuit in Q3 2022 and has held it in 8 quarters since.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.