QIM
INTU icon

Quest Investment Management’s Intuit INTU Stock Holding History

Quest Investment 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
2024
Q4 		– Sell
-8,400
Closed -$5.22M – 87
2024
Q3 		$5.22M Buy
8,400
+5,297
+171% +$3.38M 0.61% 42
2024
Q2 		$2.04M Sell
3,103
-5,790
-65% -$3.59M 0.23% 49
2024
Q1 		$5.78M Sell
8,893
-16,066
-64% -$10.3M 0.65% 41
2023
Q4 		$15.6M Sell
24,959
-21
-0.1% -$11.6K 1.96% 20
2023
Q3 		$12.8M Sell
24,980
-3,497
-12% -$1.77M 1.8% 19
2023
Q2 		$13M Sell
28,477
-3,867
-12% -$1.69M 1.78% 22
2023
Q1 		$14.4M Sell
32,344
-2,774
-8% -$1.14M 1.98% 14
2022
Q4 		$13.7M Buy
35,118
+5,997
+21% +$2.38M 1.66% 20
2022
Q3 		$11.3M Buy
29,121
+1
+0% +$432 1.39% 32
2022
Q2 		$11.2M Buy
29,120
+2,443
+9% +$1.01M 1.32% 31
2022
Q1 		$12.8M Buy
26,677
+4,148
+18% +$2.12M 1.22% 33
2021
Q4 		$14.5M Sell
22,529
-3,268
-13% -$2.02M 1.24% 38
2021
Q3 		$13.9M Sell
25,797
-3,874
-13% -$2.09M 1.28% 39
2021
Q2 		$14.5M Sell
29,671
-12,483
-30% -$5.41M 1.31% 27
2021
Q1 		$16.1M Sell
42,154
-5,105
-11% -$1.97M 1.48% 29
2020
Q4 		$18M Sell
47,259
-4,165
-8% -$1.46M 1.62% 11
2020
Q3 		$16.8M Sell
51,424
-10,517
-17% -$3.29M 1.6% 15
2020
Q2 		$18.3M Sell
61,941
-15,642
-20% -$4.29M 2.06% 10
2020
Q1 		$17.8M Buy
77,583
+15,495
+25% +$4.2M 2.5% 13
2019
Q4 		$16.3M Buy
62,088
+3,956
+7% +$1.03M 1.88% 19
2019
Q3 		$15.5M Sell
58,132
-6,635
-10% -$1.83M 1.93% 21
2019
Q2 		$16.9M Buy
64,767
+2,260
+4% +$574K 2.1% 21
2019
Q1 		$16.3M Sell
62,507
-7,529
-11% -$1.74M 2.15% 20
2018
Q4 		$13.8M Buy
70,036
+3,863
+6% +$804K 2.14% 16
2018
Q3 		$15M Buy
66,173
+392
+0.6% +$84.2K 2.1% 14
2018
Q2 		$13.4M Sell
65,781
-1,395
-2% -$268K 2.01% 16
2018
Q1 		$11.6M Sell
67,176
-10,005
-13% -$1.68M 1.78% 19
2017
Q4 		$12.2M Sell
77,181
-26,751
-26% -$4.08M 1.8% 34
2017
Q3 		$14.8M Buy
103,932
+1,664
+2% +$230K 1.89% 14
2017
Q2 		$13.6M Sell
102,268
-28,899
-22% -$3.75M 1.8% 24
2017
Q1 		$15.2M Sell
131,167
-20,124
-13% -$2.41M 2.09% 13
2016
Q4 		$17.3M Buy
151,291
+123,716
+449% +$13.9M 2.21% 12
2016
Q3 		$3.03M Buy
27,575
+25,175
+1,049% +$2.82M 0.4% 67
2016
Q2 		$268K Hold
2,400
– – 0.04% 92
2016
Q1 		$250K Hold
2,400
– – 0.03% 90
2015
Q4 		$232K Hold
2,400
– – 0.03% 98
2015
Q3 		$213K Hold
2,400
– – 0.03% 104
2015
Q2 		$242K Hold
2,400
– – 0.03% 109
2015
Q1 		$233K Hold
2,400
– – 0.03% 120
2014
Q4 		$221K Hold
2,400
– – 0.03% 122
2014
Q3 		$210K Buy
+2,400
New +$199K 0.02% 208

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

Quest Investment Management's INTU Position: Q4 2024 in Review

Quest Investment Management sold out of Intuit (INTU) in Q4 2024, closing a stake of 8,400 shares — an estimated $5.22M sold.

Quest Investment Management first reported a position in INTU in Q3 2014 and held it in 41 quarters. The position peaked at $18.3M in Q2 2020. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Quest Investment Management reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
  • Quest Investment Management sold 8,400 Intuit shares in Q4 2024, an estimated $5.22M.
  • Quest Investment Management first reported a position in Intuit in Q3 2014 and held it in 41 quarters.
  • Quest Investment Management's Intuit position peaked at $18.3M in Q2 2020.
  • 2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Quest Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.