Ground Swell Capital’s Intuit INTU Stock Holding History

Ground Swell Capital’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 Q3	–	Sell	-911	Closed	-$599K	–	212
2024 Q2	$599K	Buy	+911	New	+$565K	0.58%	23
2024 Q1	–	Sell	-474	Closed	-$296K	–	97
2023 Q4	$296K	Buy	+474	New	+$261K	1.09%	24
2023 Q1	–	Sell	-947	Closed	-$369K	–	82
2022 Q4	$369K	Sell	947 -269	-22%	-$107K	1.64%	12
2022 Q3	$471K	Sell	1,216 -58	-5%	-$25.1K	1.34%	18
2022 Q2	$491K	Buy	+1,274	New	+$528K	0.9%	21
2022 Q1	–	Sell	-337	Closed	-$217K	–	88
2021 Q4	$217K	Sell	337 -454	-57%	-$280K	1.26%	37
2021 Q3	$427K	Buy	+791	New	+$426K	1.84%	11
2014 Q3	$42K	Buy	480 +162	+51%	+$13.5K	0.08%	262
2014 Q2	$26K	Buy	+318	New	+$24.5K	0.05%	313

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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