Private Ocean’s Intuit INTU Stock Holding History

Private Ocean’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 Q2	$13.1K	Buy	+20	New	+$12.4K	﹤0.01%	361
2023 Q3	–	Sell	-201	Closed	-$92.1K	–	522
2023 Q2	$92.1K	Buy	201 +196	+3,920%	+$85.8K	0.01%	202
2023 Q1	$2.25K	Sell	5 -12	-71%	-$4.93K	﹤0.01%	517
2022 Q4	$6.62K	Buy	17 +9	+113%	+$3.57K	﹤0.01%	402
2022 Q3	$3K	Hold	8	–	–	﹤0.01%	456
2022 Q2	$3K	Hold	8	–	–	﹤0.01%	412
2022 Q1	$4K	Hold	8	–	–	﹤0.01%	456
2021 Q4	$5K	Hold	8	–	–	﹤0.01%	468
2021 Q3	$4K	Sell	8 -3	-27%	-$1.62K	﹤0.01%	478
2021 Q2	$5K	Hold	11	–	–	﹤0.01%	456
2021 Q1	$4K	Hold	11	–	–	﹤0.01%	508
2020 Q4	$4K	Hold	11	–	–	﹤0.01%	439
2020 Q3	$4K	Hold	11	–	–	﹤0.01%	446
2020 Q2	$3K	Hold	11	–	–	﹤0.01%	429
2020 Q1	$2K	Buy	+11	New	+$2.98K	﹤0.01%	482
2019 Q2	–	Sell	-108	Closed	-$28K	–	485
2019 Q1	$28K	Buy	+108	New	+$25K	0.01%	248

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Private Ocean's INTU Position: Q2 2024 in Review

Private Ocean opened a new position in Intuit (INTU) in Q2 2024: 20 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: Private Ocean previously reported a position in INTU as recently as Q2 2023.

Private Ocean first reported a position in INTU in Q1 2019 and has held it in 16 quarters since. The position peaked at $92.1K in Q2 2023. 1,966 funds tracked by Wall St. Rank hold INTU as of Q2 2024.

Private Ocean held 20 shares of Intuit worth $13.1K as of Q2 2024.
Intuit was a new Private Ocean position in Q2 2024.
Intuit made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #361 holding.
Private Ocean first reported a position in Intuit in Q1 2019 and has held it in 16 quarters since.
Private Ocean's Intuit position peaked at $92.1K in Q2 2023.
1,966 funds tracked by Wall St. Rank held Intuit as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.