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Family CFO’s Intuit INTU Stock Holding History

Family CFO’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
-373
Closed -$234K – 79
2024
Q4 		$234K Buy
+373
New +$238K 0.13% 28

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

Family CFO's INTU Position: Q1 2025 in Review

Family CFO sold out of Intuit (INTU) in Q1 2025, closing a stake of 373 shares — an estimated $234K sold.

Family CFO first reported a position in INTU in Q4 2024 and held it in 1 quarter. The position peaked at $234K in Q4 2024. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

  • Family CFO reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
  • Family CFO sold 373 Intuit shares in Q1 2025, an estimated $234K.
  • Family CFO first reported a position in Intuit in Q4 2024 and held it in 1 quarter.
  • Family CFO's Intuit position peaked at $234K in Q4 2024.
  • 2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Family CFO's 13F filing for Q1 2025, filed 24 Apr 2025.