IFAM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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