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MSH Capital Advisors’s Intuit INTU Stock Holding History

MSH Capital Advisors’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
2023
Q4 		– Sell
-844
Closed -$431K – 221
2023
Q3 		$431K Buy
844
+1
+0.1% +$506 0.17% 135
2023
Q2 		$386K Buy
843
+1
+0.1% +$438 0.14% 154
2023
Q1 		$375K Buy
842
+1
+0.1% +$411 0.16% 141
2022
Q4 		$327K Sell
841
-29
-3% -$11.5K 0.15% 138
2022
Q3 		$337K Buy
870
+1
+0.1% +$432 0.17% 126
2022
Q2 		$335K Buy
869
+1
+0.1% +$414 0.16% 137
2022
Q1 		$417K Buy
868
+36
+4% +$18.4K 0.17% 126
2021
Q4 		$535K Buy
+832
New +$514K 0.24% 99

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

MSH Capital Advisors's INTU Position: Q4 2023 in Review

MSH Capital Advisors sold out of Intuit (INTU) in Q4 2023, closing a stake of 844 shares — an estimated $431K sold.

MSH Capital Advisors first reported a position in INTU in Q4 2021 and held it in 8 quarters. The position peaked at $535K in Q4 2021. 1,916 funds tracked by Wall St. Rank hold INTU as of Q4 2023.

  • MSH Capital Advisors reported no remaining Intuit position as of Q4 2023 after selling out during the quarter.
  • MSH Capital Advisors sold 844 Intuit shares in Q4 2023, an estimated $431K.
  • MSH Capital Advisors first reported a position in Intuit in Q4 2021 and held it in 8 quarters.
  • MSH Capital Advisors's Intuit position peaked at $535K in Q4 2021.
  • 1,916 funds tracked by Wall St. Rank held Intuit as of Q4 2023.

Based on MSH Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2025.