Oak Thistle LLC’s Intuit INTU Stock Holding History

Oak Thistle LLC’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	-3,379	Closed	-$2.1M	–	470
2024 Q3	$2.1M	Buy	+3,379	New	+$2.16M	0.68%	12
2022 Q2	–	Sell	-1,528	Closed	-$735K	–	289
2022 Q1	$735K	Buy	1,528 +598	+64%	+$306K	0.39%	72
2021 Q4	$598K	Buy	+930	New	+$574K	0.46%	62

Other funds holding INTU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Oak Thistle LLC's INTU Position: Q4 2024 in Review

Oak Thistle LLC sold out of Intuit (INTU) in Q4 2024, closing a stake of 3,379 shares — an estimated $2.1M sold.

Oak Thistle LLC first reported a position in INTU in Q4 2021 and held it in 3 quarters. The position peaked at $2.1M in Q3 2024. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

Oak Thistle LLC reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
Oak Thistle LLC sold 3,379 Intuit shares in Q4 2024, an estimated $2.1M.
Oak Thistle LLC first reported a position in Intuit in Q4 2021 and held it in 3 quarters.
Oak Thistle LLC's Intuit position peaked at $2.1M in Q3 2024.
2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Oak Thistle LLC's 13F filing for Q4 2024, filed 14 Jan 2025.