Oliver Lagore Vanvalin Investment Group’s Intuit INTU Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$1.04M	Buy	+1,693	New	+$1.15M	0.41%	59
2024 Q4	$1.22M	Sell	1,940 -1,387	-42%	-$886K	0.31%	63
2024 Q3	$2.07M	Buy	3,327 +208	+7%	+$133K	0.55%	32
2024 Q2	$2.05M	Buy	3,119 +716	+30%	+$444K	0.59%	33
2024 Q1	$1.56M	Buy	2,403 +513	+27%	+$327K	0.46%	48
2023 Q4	$1.18M	Buy	1,890 +740	+64%	+$408K	0.44%	43
2023 Q3	$588K	Sell	1,150 -16	-1%	-$8.1K	0.23%	74
2023 Q2	$534K	Buy	1,166 +731	+168%	+$320K	0.2%	75
2023 Q1	$194K	Buy	435 +196	+82%	+$80.5K	0.08%	92
2022 Q4	$93K	Buy	239 +14	+6%	+$5.55K	0.05%	126
2022 Q3	$87K	Sell	225 -71	-24%	-$30.7K	0.06%	129
2022 Q2	$114K	Buy	296 +96	+48%	+$39.8K	0.07%	122
2022 Q1	$95K	Buy	+200	New	+$102K	0.06%	129

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's INTU Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Intuit (INTU) in Q2 2025: 1,693 shares worth $1.04M. The stake represents 0.41% of the portfolio and ranks #59 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in INTU as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in INTU in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.07M in Q3 2024. 2,208 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,693 shares of Intuit worth $1.04M as of Q2 2025.
Intuit was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Intuit made up 0.41% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #59 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Intuit in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Intuit position peaked at $2.07M in Q3 2024.
2,208 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.