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Peninsula Wealth’s Intuit INTU Stock Holding History

Peninsula 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
2024
Q4 		$1.12M Buy
1,786
+3
+0.2% +$1.92K 0.19% 50
2024
Q3 		$1.09M Buy
1,783
+21
+1% +$13.4K 0.19% 49
2024
Q2 		$1.13M Sell
1,762
-481
-21% -$298K 0.21% 46
2024
Q1 		$1.46M Sell
2,243
-1
-0% -$638 0.29% 34
2023
Q4 		$1.4M Buy
2,244
+11
+0.5% +$6.07K 0.29% 38
2023
Q3 		$1.13M Buy
2,233
+25
+1% +$12.7K 0.26% 35
2023
Q2 		$1.01M Buy
+2,208
New +$967K 0.26% 35

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Peninsula Wealth's INTU Position: Q4 2024 in Review

Peninsula Wealth increased its Intuit (INTU) stake by 0.17% in Q4 2024, buying an estimated $1.92K and bringing the position to 1,786 shares worth $1.12M. The position accounts for 0.19% of the portfolio, ranked #50.

Peninsula Wealth first reported a position in INTU in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.46M in Q1 2024. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Peninsula Wealth held 1,786 shares of Intuit worth $1.12M as of Q4 2024.
  • Peninsula Wealth bought 3 Intuit shares in Q4 2024, an estimated $1.92K.
  • Intuit made up 0.19% of Peninsula Wealth's portfolio in Q4 2024, its #50 holding.
  • Peninsula Wealth first reported a position in Intuit in Q2 2023 and has held it in 7 quarters since.
  • Peninsula Wealth's Intuit position peaked at $1.46M in Q1 2024.
  • 2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.