MFG
INTU icon

Monumental Financial Group’s Intuit INTU Stock Holding History

Monumental 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
2024
Q3 		$1.18M Sell
1,893
-291
-13% -$186K 0.44% 22
2024
Q2 		$1.44M Sell
2,184
-286
-12% -$177K 0.63% 20
2024
Q1 		$1.61M Sell
2,470
-101
-4% -$64.5K 0.85% 17
2023
Q4 		$1.61M Sell
2,571
-71
-3% -$39.2K 0.96% 17
2023
Q3 		$1.35M Buy
2,642
+88
+3% +$44.5K 0.9% 19
2023
Q2 		$1.17M Sell
2,554
-69
-3% -$30.2K 0.79% 24
2023
Q1 		$1.17M Buy
2,623
+164
+7% +$67.3K 0.84% 27
2022
Q4 		$957K Buy
+2,459
New +$975K 0.77% 38
2021
Q3 		– Sell
-38
Closed -$19K – 55
2021
Q2 		$19K Sell
38
-2,456
-98% -$1.06M 0.02% 66
2021
Q1 		$955K Buy
+2,494
New +$960K 0.91% 14

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return