Sandy Spring Bank’s Intuit INTU Stock Holding History

Sandy Spring Bank’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	$206K	Hold	336	–	–	0.01%	360
2024 Q4	$211K	Hold	336	–	–	0.01%	370
2024 Q3	$209K	Sell	336 -151	-31%	-$96.4K	0.01%	374
2024 Q2	$320K	Sell	487 -40	-8%	-$24.8K	0.01%	320
2024 Q1	$343K	Buy	527 +50	+10%	+$31.9K	0.02%	316
2023 Q4	$298K	Sell	477 -34	-7%	-$18.8K	0.01%	319
2023 Q3	$261K	Buy	511 +45	+10%	+$22.8K	0.01%	317
2023 Q2	$214K	Sell	466 -12	-3%	-$5.25K	0.01%	342
2023 Q1	$213K	Buy	478 +12	+3%	+$4.93K	0.01%	333
2022 Q4	$181K	Hold	466	–	–	0.01%	347
2022 Q3	$180K	Hold	466	–	–	0.01%	334
2022 Q2	$180K	Hold	466	–	–	0.01%	337
2022 Q1	$224K	Hold	466	–	–	0.01%	323
2021 Q4	$300K	Hold	466	–	–	0.01%	305
2021 Q3	$251K	Hold	466	–	–	0.01%	316
2021 Q2	$228K	Hold	466	–	–	0.01%	324
2021 Q1	$178K	Sell	466 -13	-3%	-$5.01K	0.01%	335
2020 Q4	$182K	Sell	479 -131	-21%	-$46K	0.01%	325
2020 Q3	$199K	Sell	610 -44	-7%	-$13.8K	0.01%	301
2020 Q2	$194K	Hold	654	–	–	0.01%	293
2020 Q1	$150K	Sell	654 -39	-6%	-$10.6K	0.01%	300
2019 Q4	$182K	Sell	693 -104	-13%	-$27.2K	0.01%	301
2019 Q3	$211K	Buy	797 +59	+8%	+$16.2K	0.02%	293
2019 Q2	$193K	Hold	738	–	–	0.02%	297
2019 Q1	$193K	Sell	738 -70	-9%	-$16.2K	0.02%	293
2018 Q4	$159K	Sell	808 -100	-11%	-$20.8K	0.02%	300
2018 Q3	$207K	Hold	908	–	–	0.02%	303
2018 Q2	$186K	Sell	908 -595	-40%	-$114K	0.02%	307
2018 Q1	$260K	Sell	1,503 -140	-9%	-$23.6K	0.02%	276
2017 Q4	$259K	Sell	1,643 -350	-18%	-$53.3K	0.02%	270
2017 Q3	$284K	Sell	1,993 -26	-1%	-$3.59K	0.03%	265
2017 Q2	$268K	Sell	2,019 -145	-7%	-$18.8K	0.03%	266
2017 Q1	$251K	Buy	2,164 +800	+59%	+$95.9K	0.03%	268
2016 Q4	$157K	Hold	1,364	–	–	0.02%	303
2016 Q3	$150K	Hold	1,364	–	–	0.02%	310
2016 Q2	$152K	Hold	1,364	–	–	0.02%	313
2016 Q1	$142K	Sell	1,364 -425	-24%	-$41K	0.02%	311
2015 Q4	$173K	Sell	1,789 -129	-7%	-$12.5K	0.02%	293
2015 Q3	$170K	Buy	1,918 +95	+5%	+$9.22K	0.02%	294
2015 Q2	$184K	Sell	1,823 -27	-1%	-$2.76K	0.02%	299
2015 Q1	$180K	Hold	1,850	–	–	0.02%	295
2014 Q4	$171K	Sell	1,850 -525	-22%	-$46.7K	0.02%	277
2014 Q3	$208K	Hold	2,375	–	–	0.03%	271
2014 Q2	$191K	Sell	2,375 -175	-7%	-$13.5K	0.02%	275
2014 Q1	$198K	Hold	2,550	–	–	0.03%	256
2013 Q4	$195K	Hold	2,550	–	–	0.03%	259
2013 Q3	$169K	Sell	2,550 -112	-4%	-$7.22K	0.03%	260
2013 Q2	$163K	Buy	+2,662	New	+$161K	0.03%	255

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

Sandy Spring Bank's INTU Position: Q1 2025 in Review

Sandy Spring Bank held its Intuit (INTU) position steady in Q1 2025 at 336 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #360.

Sandy Spring Bank first reported a position in INTU in Q2 2013 and has held it in 48 quarters since. The position peaked at $343K in Q1 2024. 2,029 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

Sandy Spring Bank held 336 shares of Intuit worth $206K as of Q1 2025.
Sandy Spring Bank left its Intuit share count unchanged in Q1 2025.
Intuit made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #360 holding.
Sandy Spring Bank first reported a position in Intuit in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's Intuit position peaked at $343K in Q1 2024.
2,029 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.