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McGlone Suttner Wealth Management’s Intuit INTU Stock Holding History

McGlone Suttner 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
2025
Q1 		– Sell
-385
Closed -$242K – 195
2024
Q4 		$242K Buy
385
+16
+4% +$10.2K 0.04% 153
2024
Q3 		$229K Buy
369
+13
+4% +$8.3K 0.05% 155
2024
Q2 		$222K Sell
356
-12
-3% -$7.44K 0.05% 148
2024
Q1 		$239K Buy
368
+12
+3% +$7.66K 0.04% 152
2023
Q4 		$222K Buy
+356
New +$196K 0.04% 148

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

McGlone Suttner Wealth Management's INTU Position: Q1 2025 in Review

McGlone Suttner Wealth Management sold out of Intuit (INTU) in Q1 2025, closing a stake of 385 shares — an estimated $242K sold.

McGlone Suttner Wealth Management first reported a position in INTU in Q4 2023 and held it in 5 quarters. The position peaked at $242K in Q4 2024. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

  • McGlone Suttner Wealth Management reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 385 Intuit shares in Q1 2025, an estimated $242K.
  • McGlone Suttner Wealth Management first reported a position in Intuit in Q4 2023 and held it in 5 quarters.
  • McGlone Suttner Wealth Management's Intuit position peaked at $242K in Q4 2024.
  • 2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.