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Geller Advisors’s Intuit INTU Stock Holding History

Geller 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
Q4 		$423K Buy
673
+9
+1% +$5.75K 0.03% 153
2024
Q3 		$412K Sell
664
-591
-47% -$377K 0.03% 163
2024
Q2 		$825K Buy
1,255
+5
+0.4% +$3.1K 0.06% 91
2024
Q1 		$813K Buy
1,250
+47
+4% +$30K 0.07% 88
2023
Q4 		$752K Buy
1,203
+20
+2% +$11K 0.07% 85
2023
Q3 		$604K Sell
1,183
-45
-4% -$22.8K 0.07% 91
2023
Q2 		$563K Buy
1,228
+448
+57% +$196K 0.07% 100
2023
Q1 		$348K Buy
780
+146
+23% +$59.9K 0.05% 102
2022
Q4 		$247K Sell
634
-400
-39% -$159K 0.04% 122
2022
Q3 		$400K Buy
1,034
+178
+21% +$76.9K 0.09% 61
2022
Q2 		$330K Buy
856
+6
+0.7% +$2.48K 0.07% 79
2022
Q1 		$409K Buy
850
+122
+17% +$62.5K 0.08% 74
2021
Q4 		$468K Buy
728
+17
+2% +$10.5K 0.09% 64
2021
Q3 		$384K Buy
711
+46
+7% +$24.8K 0.08% 75
2021
Q2 		$326K Sell
665
-2
-0.3% -$867 0.07% 83
2021
Q1 		$256K Buy
667
+70
+12% +$27K 0.06% 98
2020
Q4 		$250K Buy
+597
New +$210K 0.06% 93

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Geller Advisors's INTU Position: Q4 2024 in Review

Geller Advisors increased its Intuit (INTU) stake by 1.4% in Q4 2024, buying an estimated $5.75K and bringing the position to 673 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #153.

Geller Advisors first reported a position in INTU in Q4 2020 and has held it in 17 quarters since. The position peaked at $825K in Q2 2024. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Geller Advisors held 673 shares of Intuit worth $423K as of Q4 2024.
  • Geller Advisors bought 9 Intuit shares in Q4 2024, an estimated $5.75K.
  • Intuit made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #153 holding.
  • Geller Advisors first reported a position in Intuit in Q4 2020 and has held it in 17 quarters since.
  • Geller Advisors's Intuit position peaked at $825K in Q2 2024.
  • 2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.