Institutional & Family Asset Management’s Intuit INTU Stock Holding History

Institutional & Family Asset 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	$47.3K	Buy	72 +18	+33%	+$11.2K	0.01%	247
2024 Q1	$35.1K	Buy	54 +7	+15%	+$4.47K	0.01%	276
2023 Q4	$29.4K	Hold	47	–	–	﹤0.01%	283
2023 Q3	$24K	Buy	47 +3	+7%	+$1.52K	﹤0.01%	288
2023 Q2	$20.2K	Buy	+44	New	+$19.3K	﹤0.01%	312
2021 Q2	–	Sell	-5	Closed	-$2K	–	977
2021 Q1	$2K	Hold	5	–	–	﹤0.01%	795
2020 Q4	$2K	Hold	5	–	–	﹤0.01%	769
2020 Q3	$2K	Sell	5 -245	-98%	-$76.7K	﹤0.01%	705
2020 Q2	$74K	Buy	250 +245	+4,900%	+$67.2K	0.02%	266
2020 Q1	$1K	Buy	+5	New	+$1.35K	﹤0.01%	746
2019 Q2	–	Sell	-3	Closed	-$1K	–	856
2019 Q1	$1K	Buy	+3	New	+$693	﹤0.01%	794

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Institutional & Family Asset Management's INTU Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Intuit (INTU) stake by 33% in Q2 2024, buying an estimated $11.2K and bringing the position to 72 shares worth $47.3K. The position accounts for 0.01% of the portfolio, ranked #247.

Institutional & Family Asset Management first reported a position in INTU in Q1 2019 and has held it in 11 quarters since. The position peaked at $74K in Q2 2020. 1,965 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

Institutional & Family Asset Management held 72 shares of Intuit worth $47.3K as of Q2 2024.
Institutional & Family Asset Management bought 18 Intuit shares in Q2 2024, an estimated $11.2K.
Intuit made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #247 holding.
Institutional & Family Asset Management first reported a position in Intuit in Q1 2019 and has held it in 11 quarters since.
Institutional & Family Asset Management's Intuit position peaked at $74K in Q2 2020.
1,965 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.