Menard Financial Group’s Intuit INTU Stock Holding History

Menard Financial Group’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	-265	Closed	-$167K	–	194
2024 Q4	$167K	Buy	+265	New	+$169K	0.1%	114
2022 Q1	–	Sell	-337	Closed	-$217K	–	139
2021 Q4	$217K	Buy	+337	New	+$208K	0.18%	139

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

Menard Financial Group's INTU Position: Q1 2025 in Review

Menard Financial Group sold out of Intuit (INTU) in Q1 2025, closing a stake of 265 shares — an estimated $167K sold.

Menard Financial Group first reported a position in INTU in Q4 2021 and held it in 2 quarters. The position peaked at $217K in Q4 2021. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

Menard Financial Group reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
Menard Financial Group sold 265 Intuit shares in Q1 2025, an estimated $167K.
Menard Financial Group first reported a position in Intuit in Q4 2021 and held it in 2 quarters.
Menard Financial Group's Intuit position peaked at $217K in Q4 2021.
2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.