Minot Wealth Management’s Intuit INTU Stock Holding History

Minot 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
2022 Q2	$881K	Sell	2,286 -1,434	-39%	-$594K	0.23%	82
2022 Q1	$1.79M	Sell	3,720 -1,960	-35%	-$1M	0.39%	60
2021 Q4	$3.65M	Buy	5,680 +725	+15%	+$448K	0.7%	42
2021 Q3	$2.67M	Buy	4,955 +525	+12%	+$283K	0.58%	50
2021 Q2	$2.25M	Buy	4,430 +210	+5%	+$91.1K	0.49%	57
2021 Q1	$1.62M	Buy	4,220 +1,166	+38%	+$449K	0.41%	67
2020 Q4	$1.16M	Buy	3,054 +1,914	+168%	+$672K	0.35%	73
2020 Q3	$372K	Buy	+1,140	New	+$357K	0.14%	104

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Minot Wealth Management's INTU Position: Q2 2022 in Review

Minot Wealth Management reduced its Intuit (INTU) stake by 39% in Q2 2022, selling an estimated $594K and leaving 2,286 shares worth $881K. The position accounts for 0.23% of the portfolio, ranked #82.

Minot Wealth Management first reported a position in INTU in Q3 2020 and has held it in 8 quarters since. The position peaked at $3.65M in Q4 2021. 1,497 funds tracked by Wall St. Rank hold INTU as of Q2 2022.

Minot Wealth Management held 2,286 shares of Intuit worth $881K as of Q2 2022.
Minot Wealth Management sold 1,434 Intuit shares in Q2 2022, an estimated $594K.
Intuit made up 0.23% of Minot Wealth Management's portfolio in Q2 2022, its #82 holding.
Minot Wealth Management first reported a position in Intuit in Q3 2020 and has held it in 8 quarters since.
Minot Wealth Management's Intuit position peaked at $3.65M in Q4 2021.
1,497 funds tracked by Wall St. Rank held Intuit as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.