IQ EQ Fund Management’s Intuit INTU Stock Holding History

IQ EQ Fund 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
2025 Q3	–	Sell	-259	Closed	-$204K	–	325
2025 Q2	$204K	Buy	+259	New	+$175K	0.02%	293
2025 Q1	–	Sell	-328	Closed	-$206K	–	311
2024 Q4	$206K	Buy	328 +3	+0.9%	+$1.92K	0.02%	270
2024 Q3	$202K	Sell	325 -22	-6%	-$14K	0.02%	307
2024 Q2	$228K	Sell	347 -68	-16%	-$42.2K	0.03%	286
2024 Q1	$270K	Sell	415 -16	-4%	-$10.2K	0.03%	263
2023 Q4	$269K	Buy	+431	New	+$238K	0.03%	252
2022 Q1	–	Sell	-414	Closed	-$266K	–	218
2021 Q4	$266K	Sell	414 -1,074	-72%	-$663K	0.04%	193
2021 Q3	$803K	Hold	1,488	–	–	0.12%	161
2021 Q2	$729K	Sell	1,488 -176	-11%	-$76.3K	0.11%	164
2021 Q1	$637K	Hold	1,664	–	–	0.11%	168
2020 Q4	$632K	Sell	1,664 -81	-5%	-$28.4K	0.15%	140
2020 Q3	$569K	Hold	1,745	–	–	0.17%	120
2020 Q2	$517K	Hold	1,745	–	–	0.17%	95
2020 Q1	$401K	Sell	1,745 -53	-3%	-$14.4K	0.16%	102
2019 Q4	$471K	Sell	1,798 -283	-14%	-$74K	0.15%	106
2019 Q3	$553K	Hold	2,081	–	–	0.18%	101
2019 Q2	$544K	Buy	+2,081	New	+$529K	0.18%	109

Other funds holding INTU

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

T. Rowe Price Associates

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return