Ritter Daniher Financial Advisory’s Intuit INTU Stock Holding History

Ritter Daniher Financial Advisory’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	-2	Closed	-$1.26K	–	318
2024 Q4	$1.26K	Hold	2	–	–	﹤0.01%	288
2024 Q3	$1.24K	Hold	2	–	–	﹤0.01%	292
2024 Q2	$1.31K	Sell	2 -1	-33%	-$620	﹤0.01%	286
2024 Q1	$1.95K	Sell	3 -1	-25%	-$638	﹤0.01%	276
2023 Q4	$2.5K	Hold	4	–	–	﹤0.01%	301
2023 Q3	$2.04K	Hold	4	–	–	﹤0.01%	309
2023 Q2	$1.83K	Hold	4	–	–	﹤0.01%	288
2023 Q1	$1.78K	Hold	4	–	–	﹤0.01%	264
2022 Q4	$1.56K	Buy	+4	New	+$1.59K	﹤0.01%	253

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Norges Bank Oslo, Norway $1T AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Ritter Daniher Financial Advisory's INTU Position: Q1 2025 in Review

Ritter Daniher Financial Advisory sold out of Intuit (INTU) in Q1 2025, closing a stake of 2 shares — an estimated $1.26K sold.

Ritter Daniher Financial Advisory first reported a position in INTU in Q4 2022 and held it in 9 quarters. The position peaked at $2.5K in Q4 2023. 2,031 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

Ritter Daniher Financial Advisory reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 2 Intuit shares in Q1 2025, an estimated $1.26K.
Ritter Daniher Financial Advisory first reported a position in Intuit in Q4 2022 and held it in 9 quarters.
Ritter Daniher Financial Advisory's Intuit position peaked at $2.5K in Q4 2023.
2,031 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.