KP Management’s Intuit INTU Stock Holding History

KP 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 Q1	–	Sell	-3,500	Closed	-$2.2M	–	84
2024 Q4	$2.2M	Sell	3,500 -1,250	-26%	-$799K	0.69%	58
2024 Q3	$2.95M	Hold	4,750	–	–	0.95%	46
2024 Q2	$3.12M	Sell	4,750 -1,000	-17%	-$620K	1.09%	38
2024 Q1	$3.74M	Hold	5,750	–	–	1.45%	28
2023 Q4	$3.59M	Buy	+5,750	New	+$3.17M	1.54%	24

Other funds holding INTU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

KP Management's INTU Position: Q1 2025 in Review

KP Management sold out of Intuit (INTU) in Q1 2025, closing a stake of 3,500 shares — an estimated $2.2M sold.

KP Management first reported a position in INTU in Q4 2023 and held it in 5 quarters. The position peaked at $3.74M in Q1 2024. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

KP Management reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
KP Management sold 3,500 Intuit shares in Q1 2025, an estimated $2.2M.
KP Management first reported a position in Intuit in Q4 2023 and held it in 5 quarters.
KP Management's Intuit position peaked at $3.74M in Q1 2024.
2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on KP Management's 13F filing for Q1 2025, filed 15 May 2025.