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Madison Wealth Management’s Intuit INTU Stock Holding History

Madison 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
2023
Q3 		$3.46M Buy
6,780
+27
+0.4% +$13.7K 0.73% 40
2023
Q2 		$3.09M Buy
6,753
+71
+1% +$31.1K 0.63% 51
2023
Q1 		$2.98M Buy
6,682
+29
+0.4% +$11.9K 0.64% 51
2022
Q4 		$2.59M Buy
6,653
+209
+3% +$82.9K 0.59% 54
2022
Q3 		$2.5M Buy
+6,444
New +$2.78M 0.61% 49

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Madison Wealth Management's INTU Position: Q3 2023 in Review

Madison Wealth Management increased its Intuit (INTU) stake by 0.4% in Q3 2023, buying an estimated $13.7K and bringing the position to 6,780 shares worth $3.46M. The position accounts for 0.73% of the portfolio, ranked #40.

Madison Wealth Management first reported a position in INTU in Q3 2022 and has held it in 5 quarters since. 1,741 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

  • Madison Wealth Management held 6,780 shares of Intuit worth $3.46M as of Q3 2023.
  • Madison Wealth Management bought 27 Intuit shares in Q3 2023, an estimated $13.7K.
  • Intuit made up 0.73% of Madison Wealth Management's portfolio in Q3 2023, its #40 holding.
  • Madison Wealth Management first reported a position in Intuit in Q3 2022 and has held it in 5 quarters since.
  • 1,741 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.