Power Wealth Management’s Intuit INTU Stock Holding History

Power Wealth Management’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	–	Sell	-337	Closed	-$212K	–	89
2024 Q4	$212K	Sell	337 -42	-11%	-$26.8K	0.09%	89
2024 Q3	$235K	Buy	379 +27	+8%	+$17.2K	0.1%	87
2024 Q2	$231K	Sell	352 -349	-50%	-$216K	0.11%	92
2024 Q1	$456K	Sell	701 -58	-8%	-$37K	0.29%	68
2023 Q4	$474K	Buy	+759	New	+$419K	0.33%	59

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Power Wealth Management's INTU Position: Q1 2025 in Review

Power Wealth Management sold out of Intuit (INTU) in Q1 2025, closing a stake of 337 shares — an estimated $212K sold.

Power Wealth Management first reported a position in INTU in Q4 2023 and held it in 5 quarters. The position peaked at $474K in Q4 2023. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

Power Wealth Management reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
Power Wealth Management sold 337 Intuit shares in Q1 2025, an estimated $212K.
Power Wealth Management first reported a position in Intuit in Q4 2023 and held it in 5 quarters.
Power Wealth Management's Intuit position peaked at $474K in Q4 2023.
2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Power Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.