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Paragon Advisors’s Intuit INTU Stock Holding History

Paragon Advisors’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
Q1 		– Sell
-1,829
Closed -$1.14M – 90
2023
Q4 		$1.14M Buy
+1,829
New +$1.01M 0.48% 65
2023
Q3 		– Sell
-1,758
Closed -$805K – 124
2023
Q2 		$805K Sell
1,758
-2,425
-58% -$1.06M 0.26% 77
2023
Q1 		$1.86M Buy
+4,183
New +$1.72M 0.63% 41
2021
Q2 		– Sell
-544
Closed -$208K – 76
2021
Q1 		$208K Sell
544
-2,285
-81% -$880K 0.11% 78
2020
Q4 		$1.05M Buy
2,829
+170
+6% +$59.7K 0.57% 48
2020
Q3 		$867K Buy
2,659
+35
+1% +$11K 0.58% 56
2020
Q2 		$777K Buy
2,624
+426
+19% +$117K 0.63% 40
2020
Q1 		$506K Sell
2,198
-100
-4% -$27.1K 0.67% 32
2019
Q4 		$633K Buy
+2,298
New +$601K 0.68% 33

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return