HighMark Wealth Management’s Intuit INTU Stock Holding History

HighMark Wealth Management’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	-11	Closed	-$6.91K	–	590
2024 Q4	$6.91K	Hold	11	–	–	﹤0.01%	341
2024 Q3	$6.83K	Sell	11 -2	-15%	-$1.28K	﹤0.01%	358
2024 Q2	$8.54K	Hold	13	–	–	0.01%	309
2024 Q1	$8.45K	Hold	13	–	–	0.01%	309
2023 Q4	$8.13K	Hold	13	–	–	0.01%	296
2023 Q3	$6.64K	Hold	13	–	–	0.01%	313
2023 Q2	$5.96K	Hold	13	–	–	﹤0.01%	328
2023 Q1	$5.8K	Hold	13	–	–	﹤0.01%	372
2022 Q4	$5.06K	Hold	13	–	–	﹤0.01%	339
2022 Q3	$5K	Hold	13	–	–	﹤0.01%	335
2022 Q2	$5K	Hold	13	–	–	﹤0.01%	346
2022 Q1	$6K	Hold	13	–	–	﹤0.01%	339
2021 Q4	$8K	Sell	13 -1	-7%	-$617	0.01%	293
2021 Q3	$8K	Hold	14	–	–	0.01%	281
2021 Q2	$7K	Sell	14 -7	-33%	-$3.04K	0.01%	307
2021 Q1	$8K	Sell	21 -10	-32%	-$3.85K	0.01%	270
2020 Q4	$12K	Hold	31	–	–	0.01%	204
2020 Q3	$10K	Hold	31	–	–	0.01%	224
2020 Q2	$9K	Hold	31	–	–	0.01%	221
2020 Q1	$7K	Sell	31 -15	-33%	-$4.06K	0.01%	185
2019 Q4	$12K	Buy	+46	New	+$12K	0.01%	179

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

HighMark Wealth Management's INTU Position: Q1 2025 in Review

HighMark Wealth Management sold out of Intuit (INTU) in Q1 2025, closing a stake of 11 shares — an estimated $6.91K sold.

HighMark Wealth Management first reported a position in INTU in Q4 2019 and held it in 21 quarters. The position peaked at $12K in Q4 2020. 2,032 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

HighMark Wealth Management reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
HighMark Wealth Management sold 11 Intuit shares in Q1 2025, an estimated $6.91K.
HighMark Wealth Management first reported a position in Intuit in Q4 2019 and held it in 21 quarters.
HighMark Wealth Management's Intuit position peaked at $12K in Q4 2020.
2,032 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on HighMark Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.