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Morningstar Investment Services’s Intuit INTU Stock Holding History

Morningstar Investment Services’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 		– Sell
-1,086
Closed -$672K – 256
2024
Q3 		$672K Sell
1,086
-87
-7% -$55.5K 0.01% 247
2024
Q2 		$764K Buy
1,173
+57
+5% +$35.4K 0.01% 213
2024
Q1 		$724K Sell
1,116
-765
-41% -$488K 0.01% 209
2023
Q4 		$1.18M Buy
1,881
+1,070
+132% +$590K 0.01% 216
2023
Q3 		$416K Buy
811
+118
+17% +$59.7K 0.01% 219
2023
Q2 		$317K Buy
693
+134
+24% +$58.7K ﹤0.01% 216
2023
Q1 		$244K Buy
+559
New +$229K ﹤0.01% 215

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Morningstar Investment Services's INTU Position: Q4 2024 in Review

Morningstar Investment Services sold out of Intuit (INTU) in Q4 2024, closing a stake of 1,086 shares — an estimated $672K sold.

Morningstar Investment Services first reported a position in INTU in Q1 2023 and held it in 7 quarters. The position peaked at $1.18M in Q4 2023. 2,063 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Morningstar Investment Services reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,086 Intuit shares in Q4 2024, an estimated $672K.
  • Morningstar Investment Services first reported a position in Intuit in Q1 2023 and held it in 7 quarters.
  • Morningstar Investment Services's Intuit position peaked at $1.18M in Q4 2023.
  • 2,063 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.