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ICA Group Wealth Management’s Intuit INTU Stock Holding History

ICA Group 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
2024
Q2 		$152K Sell
232
-582
-71% -$361K 0.09% 132
2024
Q1 		$529K Buy
814
+310
+62% +$198K 0.11% 162
2023
Q4 		$315K Sell
504
-65
-11% -$35.9K 0.07% 199
2023
Q3 		$292K Buy
569
+54
+10% +$27.3K 0.08% 188
2023
Q2 		$236K Buy
515
+152
+42% +$66.6K 0.06% 206
2023
Q1 		$162K Buy
363
+1
+0.3% +$411 0.04% 261
2022
Q4 		$146K Buy
+362
New +$144K 0.03% 298

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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

ICA Group Wealth Management's INTU Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Intuit (INTU) stake by 71% in Q2 2024, selling an estimated $361K and leaving 232 shares worth $152K. The position accounts for 0.09% of the portfolio, ranked #132.

ICA Group Wealth Management first reported a position in INTU in Q4 2022 and has held it in 7 quarters since. The position peaked at $529K in Q1 2024. 1,962 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

  • ICA Group Wealth Management held 232 shares of Intuit worth $152K as of Q2 2024.
  • ICA Group Wealth Management sold 582 Intuit shares in Q2 2024, an estimated $361K.
  • Intuit made up 0.09% of ICA Group Wealth Management's portfolio in Q2 2024, its #132 holding.
  • ICA Group Wealth Management first reported a position in Intuit in Q4 2022 and has held it in 7 quarters since.
  • ICA Group Wealth Management's Intuit position peaked at $529K in Q1 2024.
  • 1,962 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.