Kolinsky Wealth Management’s Intuit INTU Stock Holding History

Kolinsky Wealth 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 Q4	$749K	Buy	1,192 +19	+2%	+$12.1K	0.46%	36
2024 Q3	$728K	Sell	1,173 -22	-2%	-$14K	0.47%	36
2024 Q2	$785K	Buy	1,195 +77	+7%	+$47.8K	0.56%	31
2024 Q1	$727K	Buy	1,118 +36	+3%	+$23K	0.56%	33
2023 Q4	$676K	Sell	1,082 -38	-3%	-$21K	0.6%	29
2023 Q3	$572K	Buy	1,120 +12	+1%	+$6.07K	0.57%	32
2023 Q2	$505K	Sell	1,108 -278	-20%	-$122K	0.48%	43
2023 Q1	$618K	Buy	1,386 +45	+3%	+$18.5K	0.66%	24
2022 Q4	$522K	Buy	1,341 +85	+7%	+$33.7K	0.6%	30
2022 Q3	$486K	Buy	1,256 +9	+0.7%	+$3.89K	0.61%	31
2022 Q2	$481K	Buy	1,247 +7	+0.6%	+$2.9K	0.57%	33
2022 Q1	$596K	Buy	1,240 +121	+11%	+$62K	0.58%	29
2021 Q4	$720K	Buy	+1,119	New	+$691K	0.67%	21

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kolinsky Wealth Management's INTU Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Intuit (INTU) stake by 1.6% in Q4 2024, buying an estimated $12.1K and bringing the position to 1,192 shares worth $749K. The position accounts for 0.46% of the portfolio, ranked #36.

Kolinsky Wealth Management first reported a position in INTU in Q4 2021 and has held it in 13 quarters since. The position peaked at $785K in Q2 2024. 2,067 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

Kolinsky Wealth Management held 1,192 shares of Intuit worth $749K as of Q4 2024.
Kolinsky Wealth Management bought 19 Intuit shares in Q4 2024, an estimated $12.1K.
Intuit made up 0.46% of Kolinsky Wealth Management's portfolio in Q4 2024, its #36 holding.
Kolinsky Wealth Management first reported a position in Intuit in Q4 2021 and has held it in 13 quarters since.
Kolinsky Wealth Management's Intuit position peaked at $785K in Q2 2024.
2,067 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.