LGL Partners’s Intuit INTU Stock Holding History

LGL Partners’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	-572	Closed	-$360K	–	81
2024 Q4	$360K	Sell	572 -2	-0.3%	-$1.28K	0.05%	84
2024 Q3	$356K	Buy	574 +15	+3%	+$9.57K	0.05%	83
2024 Q2	$367K	Buy	+559	New	+$347K	0.05%	78
2022 Q4	–	Sell	-539	Closed	-$209K	–	120
2022 Q3	$209K	Buy	+539	New	+$233K	0.04%	133

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

Norges Bank Oslo, Norway $1T AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

LGL Partners's INTU Position: Q1 2025 in Review

LGL Partners sold out of Intuit (INTU) in Q1 2025, closing a stake of 572 shares — an estimated $360K sold.

LGL Partners first reported a position in INTU in Q3 2022 and held it in 4 quarters. The position peaked at $367K in Q2 2024. 2,032 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

LGL Partners reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
LGL Partners sold 572 Intuit shares in Q1 2025, an estimated $360K.
LGL Partners first reported a position in Intuit in Q3 2022 and held it in 4 quarters.
LGL Partners's Intuit position peaked at $367K in Q2 2024.
2,032 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.