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Orion Portfolio Solutions’s Intuit INTU Stock Holding History

Orion Portfolio Solutions’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
Q1 		$20.6M Sell
33,523
-2,002
-6% -$1.2M 0.2% 98
2024
Q4 		$22.3M Buy
35,525
+2,994
+9% +$1.91M 0.22% 83
2024
Q3 		$20.2M Sell
32,531
-1,795
-5% -$1.15M 0.2% 97
2024
Q2 		$22.6M Sell
34,326
-5,308
-13% -$3.29M 0.24% 81
2024
Q1 		$25.8M Sell
39,634
-2,526
-6% -$1.61M 0.28% 65
2023
Q4 		$25.2M Sell
42,160
-3,178
-7% -$1.75M 0.29% 64
2023
Q3 		$23.2M Sell
45,338
-3,294
-7% -$1.67M 0.28% 68
2023
Q2 		$22.3M Sell
48,632
-2,653
-5% -$1.16M 0.24% 77
2023
Q1 		$22.9M Buy
51,285
+49,725
+3,188% +$20.4M 0.28% 69
2022
Q4 		$607K Sell
1,560
-17
-1% -$6.74K 0.02% 443
2022
Q3 		$611K Buy
1,577
+287
+22% +$124K 0.02% 362
2022
Q2 		$497K Sell
1,290
-21
-2% -$8.7K 0.02% 398
2022
Q1 		$630K Sell
1,311
-56
-4% -$28.7K 0.02% 367
2021
Q4 		$879K Buy
1,367
+90
+7% +$55.6K 0.03% 300
2021
Q3 		$689K Buy
1,277
+213
+20% +$115K 0.03% 326
2021
Q2 		$522K Sell
1,064
-9
-0.8% -$3.9K 0.02% 352
2021
Q1 		$411K Buy
1,073
+68
+7% +$26.2K 0.02% 361
2020
Q4 		$382K Sell
1,005
-1
-0.1% -$351 0.02% 340
2020
Q3 		$328K Buy
1,006
+17
+2% +$5.32K 0.02% 328
2020
Q2 		$293K Sell
989
-24
-2% -$6.58K 0.02% 324
2020
Q1 		$233K Buy
1,013
+97
+11% +$26.3K 0.02% 289
2019
Q4 		$240K Buy
+916
New +$240K 0.02% 289

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Orion Portfolio Solutions's INTU Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Intuit (INTU) stake by 5.6% in Q1 2025, selling an estimated $1.2M and leaving 33,523 shares worth $20.6M. The position accounts for 0.2% of the portfolio, ranked #98.

Orion Portfolio Solutions first reported a position in INTU in Q4 2019 and has held it in 22 quarters since. The position peaked at $25.8M in Q1 2024. 2,031 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

  • Orion Portfolio Solutions held 33,523 shares of Intuit worth $20.6M as of Q1 2025.
  • Orion Portfolio Solutions sold 2,002 Intuit shares in Q1 2025, an estimated $1.2M.
  • Intuit made up 0.2% of Orion Portfolio Solutions's portfolio in Q1 2025, its #98 holding.
  • Orion Portfolio Solutions first reported a position in Intuit in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Intuit position peaked at $25.8M in Q1 2024.
  • 2,031 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.