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Omnia Family Wealth’s Intuit INTU Stock Holding History

Omnia Family Wealth’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
Q3 		– Sell
-278
Closed -$219K – 107
2025
Q2 		$219K Buy
+278
New +$188K 0.08% 89
2019
Q2 		– Sell
-15
Closed -$4K – 302
2019
Q1 		$4K Hold
15
– – ﹤0.01% 342
2018
Q4 		$3K Hold
15
– – ﹤0.01% 337
2018
Q3 		$3K Hold
15
– – ﹤0.01% 373
2018
Q2 		$3K Hold
15
– – ﹤0.01% 356
2018
Q1 		$3K Hold
15
– – ﹤0.01% 362
2017
Q4 		$2K Hold
15
– – ﹤0.01% 454
2017
Q3 		$2K Sell
15
-29
-66% -$4K ﹤0.01% 465
2017
Q2 		$6K Hold
44
– – ﹤0.01% 354
2017
Q1 		$5K Hold
44
– – ﹤0.01% 382
2016
Q4 		$5K Buy
+44
New +$4.93K ﹤0.01% 377

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return