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Marcum Wealth’s Intuit INTU Stock Holding History

Marcum Wealth’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 		$825K Buy
1,344
+53
+4% +$31.8K 0.07% 129
2024
Q4 		$811K Buy
1,291
+12
+0.9% +$7.67K 0.07% 135
2024
Q3 		$794K Sell
1,279
-433
-25% -$276K 0.07% 135
2024
Q2 		$1.13M Buy
1,712
+53
+3% +$32.9K 0.11% 92
2024
Q1 		$1.08M Sell
1,659
-5
-0.3% -$3.19K 0.11% 98
2023
Q4 		$1.04M Sell
1,664
-2
-0.1% -$1.1K 0.11% 94
2023
Q3 		$851K Buy
1,666
+1,053
+172% +$533K 0.1% 102
2023
Q2 		$281K Sell
613
-905
-60% -$396K 0.03% 260
2023
Q1 		$677K Buy
1,518
+952
+168% +$391K 0.08% 136
2022
Q4 		$220K Buy
+566
New +$225K 0.03% 292
2022
Q1 		– Sell
-551
Closed -$354K – 390
2021
Q4 		$354K Sell
551
-24
-4% -$14.8K 0.05% 221
2021
Q3 		$310K Buy
575
+70
+14% +$37.7K 0.05% 233
2021
Q2 		$248K Buy
+505
New +$219K 0.04% 243

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Marcum Wealth's INTU Position: Q1 2025 in Review

Marcum Wealth increased its Intuit (INTU) stake by 4.1% in Q1 2025, buying an estimated $31.8K and bringing the position to 1,344 shares worth $825K. The position accounts for 0.07% of the portfolio, ranked #129.

Marcum Wealth first reported a position in INTU in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.13M in Q2 2024. 2,029 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

  • Marcum Wealth held 1,344 shares of Intuit worth $825K as of Q1 2025.
  • Marcum Wealth bought 53 Intuit shares in Q1 2025, an estimated $31.8K.
  • Intuit made up 0.07% of Marcum Wealth's portfolio in Q1 2025, its #129 holding.
  • Marcum Wealth first reported a position in Intuit in Q2 2021 and has held it in 13 quarters since.
  • Marcum Wealth's Intuit position peaked at $1.13M in Q2 2024.
  • 2,029 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.