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INVST’s Intuit INTU Stock Holding History

INVST’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
-325
Closed -$204K – 303
2024
Q4 		$204K Sell
325
-2
-0.6% -$1.28K 0.02% 240
2024
Q3 		$203K Buy
+327
New +$209K 0.02% 243

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

INVST's INTU Position: Q1 2025 in Review

INVST sold out of Intuit (INTU) in Q1 2025, closing a stake of 325 shares — an estimated $204K sold.

INVST first reported a position in INTU in Q3 2024 and held it in 2 quarters. The position peaked at $204K in Q4 2024. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

  • INVST reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
  • INVST sold 325 Intuit shares in Q1 2025, an estimated $204K.
  • INVST first reported a position in Intuit in Q3 2024 and held it in 2 quarters.
  • INVST's Intuit position peaked at $204K in Q4 2024.
  • 2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on INVST's 13F filing for Q1 2025, filed 3 Jun 2025.