Heck Capital Advisors’s Intuit INTU Stock Holding History

Heck Capital 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
2025 Q1	–	Sell	-45	Closed	-$28.3K	–	506
2024 Q4	$28.3K	Buy	+45	New	+$28.8K	﹤0.01%	439

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Heck Capital Advisors's INTU Position: Q1 2025 in Review

Heck Capital Advisors sold out of Intuit (INTU) in Q1 2025, closing a stake of 45 shares — an estimated $28.3K sold.

Heck Capital Advisors first reported a position in INTU in Q4 2024 and held it in 1 quarter. The position peaked at $28.3K in Q4 2024. 2,030 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

Heck Capital Advisors reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 45 Intuit shares in Q1 2025, an estimated $28.3K.
Heck Capital Advisors first reported a position in Intuit in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Intuit position peaked at $28.3K in Q4 2024.
2,030 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.