GW
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GW & Wade’s Intuit INTU Stock Holding History

GW & Wade’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
2023
Q4 		$1.48M Buy
2,374
+1,144
+93% +$631K 0.05% 190
2023
Q3 		$628K Buy
1,230
+27
+2% +$13.7K 0.02% 253
2023
Q2 		$551K Sell
1,203
-1,026
-46% -$449K 0.02% 264
2023
Q1 		$994K Hold
2,229
– – 0.04% 205
2022
Q4 		$868K Buy
2,229
+63
+3% +$25K 0.04% 209
2022
Q3 		$839K Buy
2,166
+43
+2% +$18.6K 0.04% 190
2022
Q2 		$818K Buy
2,123
+252
+13% +$104K 0.04% 199
2022
Q1 		$900K Sell
1,871
-116
-6% -$59.4K 0.04% 191
2021
Q4 		$1.28M Sell
1,987
-48
-2% -$29.6K 0.06% 170
2021
Q3 		$1.1M Sell
2,035
-499
-20% -$269K 0.05% 180
2021
Q2 		$1.24M Buy
2,534
+170
+7% +$73.7K 0.06% 167
2021
Q1 		$905K Buy
2,364
+153
+7% +$58.9K 0.05% 170
2020
Q4 		$840K Sell
2,211
-188
-8% -$66K 0.05% 152
2020
Q3 		$783K Buy
2,399
+3
+0.1% +$939 0.06% 129
2020
Q2 		$710K Sell
2,396
-47
-2% -$12.9K 0.06% 132
2020
Q1 		$562K Buy
2,443
+4
+0.2% +$1.08K 0.05% 129
2019
Q4 		$639K Buy
2,439
+3
+0.1% +$784 0.05% 142
2019
Q3 		$648K Sell
2,436
-28
-1% -$7.7K 0.06% 138
2019
Q2 		$644K Buy
2,464
+3
+0.1% +$762 0.06% 139
2019
Q1 		$643K Buy
2,461
+4
+0.2% +$924 0.06% 133
2018
Q4 		$484K Buy
2,457
+751
+44% +$156K 0.05% 144
2018
Q3 		$388K Buy
1,706
+2
+0.1% +$430 0.04% 160
2018
Q2 		$348K Buy
1,704
+305
+22% +$58.5K 0.04% 173
2018
Q1 		$242K Buy
1,399
+3
+0.2% +$505 0.03% 206
2017
Q4 		$220K Sell
1,396
-30
-2% -$4.57K 0.03% 203
2017
Q3 		$203K Buy
+1,426
New +$197K 0.02% 230

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
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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

GW & Wade's INTU Position: Q4 2023 in Review

GW & Wade increased its Intuit (INTU) stake by 93% in Q4 2023, buying an estimated $631K and bringing the position to 2,374 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #190.

GW & Wade first reported a position in INTU in Q3 2017 and has held it in 26 quarters since. 1,914 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

  • GW & Wade held 2,374 shares of Intuit worth $1.48M as of Q4 2023.
  • GW & Wade bought 1,144 Intuit shares in Q4 2023, an estimated $631K.
  • Intuit made up 0.05% of GW & Wade's portfolio in Q4 2023, its #190 holding.
  • GW & Wade first reported a position in Intuit in Q3 2017 and has held it in 26 quarters since.
  • 1,914 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.