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Naples Money Management’s Intuit INTU Stock Holding History

Naples Money 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
Q3 		$10.6K Hold
17
– – 0.01% 181
2024
Q2 		$11.1K Hold
17
– – 0.01% 178
2024
Q1 		$11.1K Hold
17
– – 0.01% 192
2023
Q4 		$10.6K Buy
+17
New +$9.38K 0.01% 193

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $336B AUM 34.66% 1-Year Est. Return

Naples Money Management's INTU Position: Q3 2024 in Review

Naples Money Management held its Intuit (INTU) position steady in Q3 2024 at 17 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #181.

Naples Money Management first reported a position in INTU in Q4 2023 and has held it in 4 quarters since. The position peaked at $11.1K in Q2 2024. 1,965 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Naples Money Management held 17 shares of Intuit worth $10.6K as of Q3 2024.
  • Naples Money Management left its Intuit share count unchanged in Q3 2024.
  • Intuit made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #181 holding.
  • Naples Money Management first reported a position in Intuit in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Intuit position peaked at $11.1K in Q2 2024.
  • 1,965 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.