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Pathstone Family Office’s Intuit INTU Stock Holding History

Pathstone Family Office’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
2023
Q3 		$8.64M Buy
15,583
+6,626
+74% +$3.35M 0.07% 190
2023
Q2 		$4.71M Buy
8,957
+472
+6% +$207K 0.07% 177
2023
Q1 		$4.52M Sell
8,485
-18,791
-69% -$7.71M 0.07% 160
2022
Q4 		$10M Buy
27,276
+5,614
+26% +$2.23M 0.09% 169
2022
Q3 		$9.42M Buy
21,662
+14,131
+188% +$6.1M 0.09% 139
2022
Q2 		$2.9M Buy
7,531
+2,873
+62% +$1.19M 0.06% 156
2022
Q1 		$2.88M Sell
4,658
-526
-10% -$269K 0.07% 138
2021
Q4 		$3.33M Buy
5,184
+2,618
+102% +$1.62M 0.08% 123
2021
Q3 		$1.38M Buy
2,566
+10
+0.4% +$5.39K 0.04% 219
2021
Q2 		$1.25M Buy
2,556
+258
+11% +$112K 0.04% 224
2021
Q1 		$880K Buy
2,298
+2,093
+1,021% +$806K 0.03% 231
2020
Q4 		$78K Buy
+205
New +$72K ﹤0.01% 436
2018
Q2 		– Sell
-9
Closed -$2K – 231
2018
Q1 		$2K Hold
9
– – ﹤0.01% 327
2017
Q4 		$1K Buy
+9
New +$1.37K ﹤0.01% 146
2017
Q3 		– Sell
-9
Closed -$1K – 250
2017
Q2 		$1K Sell
9
-62
-87% -$8.04K ﹤0.01% 369
2017
Q1 		$8K Buy
+71
New +$8.51K ﹤0.01% 301
2016
Q4 		– Sell
-60
Closed -$7K – 148
2016
Q3 		$7K Sell
60
-48
-44% -$5.37K 0.01% 147
2016
Q2 		$12K Hold
108
– – 0.01% 122
2016
Q1 		$11K Buy
+108
New +$10.4K 0.02% 106
2015
Q4 		– Sell
-30
Closed -$3K – 129
2015
Q3 		$3K Buy
+30
New +$2.91K 0.01% 149

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pathstone Family Office's INTU Position: Q3 2023 in Review

Pathstone Family Office increased its Intuit (INTU) stake by 74% in Q3 2023, buying an estimated $3.35M and bringing the position to 15,583 shares worth $8.64M. The position accounts for 0.07% of the portfolio, ranked #190.

Pathstone Family Office first reported a position in INTU in Q3 2015 and has held it in 20 quarters since. The position peaked at $10M in Q4 2022. 1,740 funds tracked by Wall St. Rank hold INTU as of Q3 2023.

  • Pathstone Family Office held 15,583 shares of Intuit worth $8.64M as of Q3 2023.
  • Pathstone Family Office bought 6,626 Intuit shares in Q3 2023, an estimated $3.35M.
  • Intuit made up 0.07% of Pathstone Family Office's portfolio in Q3 2023, its #190 holding.
  • Pathstone Family Office first reported a position in Intuit in Q3 2015 and has held it in 20 quarters since.
  • Pathstone Family Office's Intuit position peaked at $10M in Q4 2022.
  • 1,740 funds tracked by Wall St. Rank held Intuit as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.