Householder Group Estate & Retirement Specialist’s Intuit INTU Stock Holding History

Householder Group Estate & Retirement Specialist’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	$1K	Sell	3 -3	-50%	-$1.92K	﹤0.01%	508
2024 Q3	$3K	Hold	6	–	–	﹤0.01%	992
2024 Q2	$3K	Buy	6 +3	+100%	+$1.86K	﹤0.01%	1013
2024 Q1	$1.95K	Buy	+3	New	+$1.92K	﹤0.01%	1056
2023 Q4	–	Sell	-45	Closed	-$23.1K	–	1237
2023 Q3	$23.1K	Buy	+45	New	+$22.8K	0.01%	607
2023 Q1	$29K	Buy	+65	New	+$26.7K	0.01%	558
2022 Q4	–	Sell	-127	Closed	-$49K	–	696
2022 Q3	$49K	Buy	+127	New	+$54.9K	0.02%	402

Other funds holding INTU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Householder Group Estate & Retirement Specialist's INTU Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Intuit (INTU) stake by 50% in Q4 2024, selling an estimated $1.92K and leaving 3 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Householder Group Estate & Retirement Specialist first reported a position in INTU in Q3 2022 and has held it in 7 quarters since. The position peaked at $49K in Q3 2022. 2,063 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

Householder Group Estate & Retirement Specialist held 3 shares of Intuit worth $1K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 3 Intuit shares in Q4 2024, an estimated $1.92K.
Intuit made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #508 holding.
Householder Group Estate & Retirement Specialist first reported a position in Intuit in Q3 2022 and has held it in 7 quarters since.
Householder Group Estate & Retirement Specialist's Intuit position peaked at $49K in Q3 2022.
2,063 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.