KIG
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Kowal Investment Group’s Intuit INTU Stock Holding History

Kowal Investment Group’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
Q3 		$477K Buy
768
+391
+104% +$250K 0.09% 123
2024
Q2 		$248K Buy
+377
New +$234K 0.05% 159
2021
Q4 		– Sell
-146
Closed -$79K – 510
2021
Q3 		$79K Buy
+146
New +$78.7K 0.03% 183

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Kowal Investment Group's INTU Position: Q3 2024 in Review

Kowal Investment Group increased its Intuit (INTU) stake by 104% in Q3 2024, buying an estimated $250K and bringing the position to 768 shares worth $477K. The position accounts for 0.09% of the portfolio, ranked #123.

Kowal Investment Group first reported a position in INTU in Q3 2021 and has held it in 3 quarters since. 1,963 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Kowal Investment Group held 768 shares of Intuit worth $477K as of Q3 2024.
  • Kowal Investment Group bought 391 Intuit shares in Q3 2024, an estimated $250K.
  • Intuit made up 0.09% of Kowal Investment Group's portfolio in Q3 2024, its #123 holding.
  • Kowal Investment Group first reported a position in Intuit in Q3 2021 and has held it in 3 quarters since.
  • 1,963 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.