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Kohmann Bosshard Financial Services’s Intuit INTU Stock Holding History

Kohmann Bosshard Financial Services’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
-2
Closed -$1.26K – 522
2024
Q4 		$1.26K Buy
+2
New +$1.28K ﹤0.01% 595

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

Kohmann Bosshard Financial Services's INTU Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of Intuit (INTU) in Q1 2025, closing a stake of 2 shares — an estimated $1.26K sold.

Kohmann Bosshard Financial Services first reported a position in INTU in Q4 2024 and held it in 1 quarter. The position peaked at $1.26K in Q4 2024. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 2 Intuit shares in Q1 2025, an estimated $1.26K.
  • Kohmann Bosshard Financial Services first reported a position in Intuit in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Intuit position peaked at $1.26K in Q4 2024.
  • 2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.