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Partners Capital Investment Group’s Intuit INTU Stock Holding History

Partners Capital 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 		– Sell
-7,379
Closed -$4.53M – 173
2025
Q1 		$4.53M Buy
+7,379
New +$4.43M 0.08% 99
2024
Q1 		– Sell
-836
Closed -$523K – 194
2023
Q4 		$523K Sell
836
-25
-3% -$13.8K 0.01% 174
2023
Q3 		$440K Buy
+861
New +$436K 0.01% 183

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Partners Capital Investment Group's INTU Position: Q2 2025 in Review

Partners Capital Investment Group sold out of Intuit (INTU) in Q2 2025, closing a stake of 7,379 shares — an estimated $4.53M sold.

Partners Capital Investment Group first reported a position in INTU in Q3 2023 and held it in 3 quarters. The position peaked at $4.53M in Q1 2025. 2,210 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

  • Partners Capital Investment Group reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
  • Partners Capital Investment Group sold 7,379 Intuit shares in Q2 2025, an estimated $4.53M.
  • Partners Capital Investment Group first reported a position in Intuit in Q3 2023 and held it in 3 quarters.
  • Partners Capital Investment Group's Intuit position peaked at $4.53M in Q1 2025.
  • 2,210 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Partners Capital Investment Group's 13F filing for Q2 2025, filed 14 Aug 2025.