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Merriman Wealth Management’s Intuit INTU Stock Holding History

Merriman 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
2024
Q4 		$237K Buy
+377
New +$241K 0.01% 187

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Merriman Wealth Management's INTU Position: Q4 2024 in Review

Merriman Wealth Management opened a new position in Intuit (INTU) in Q4 2024: 377 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #187 among its holdings.

2,067 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Merriman Wealth Management held 377 shares of Intuit worth $237K as of Q4 2024.
  • Intuit was a new Merriman Wealth Management position in Q4 2024.
  • Intuit made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #187 holding.
  • 2,067 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.