SBF
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Sara-Bay Financial’s Intuit INTU Stock Holding History

Sara-Bay Financial’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
-18,743
Closed -$11.8M – 80
2024
Q4 		$11.8M Sell
18,743
-131
-0.7% -$83.7K 4.38% 7
2024
Q3 		$11.7M Sell
18,874
-547
-3% -$349K 4.24% 7
2024
Q2 		$12.8M Buy
19,421
+647
+3% +$401K 5.18% 7
2024
Q1 		$12M Buy
18,774
+64
+0.3% +$40.9K 5.39% 6
2023
Q4 		$11.7M Sell
18,710
-111
-0.6% -$61.2K 5.7% 4
2023
Q3 		$9.62M Buy
18,821
+96
+0.5% +$48.6K 4.88% 4
2023
Q2 		$8.58M Sell
18,725
-81
-0.4% -$35.5K 4.17% 5
2023
Q1 		$8.38M Sell
18,806
-446
-2% -$183K 4.27% 4
2022
Q4 		$7.49M Sell
19,252
-54
-0.3% -$21.4K 4.22% 7
2022
Q3 		$7.48M Buy
19,306
+50
+0.3% +$21.6K 4.16% 5
2022
Q2 		$7.46M Sell
19,256
-52
-0.3% -$21.5K 3.62% 6
2022
Q1 		$9.28M Sell
19,308
-75
-0.4% -$38.4K 3.68% 5
2021
Q4 		$12.5M Buy
19,383
+291
+2% +$180K 3.74% 7
2021
Q3 		$10.3M Buy
19,092
+236
+1% +$127K 4.03% 8
2021
Q2 		$9.24M Sell
18,856
-18
-0.1% -$7.8K 3.48% 9
2021
Q1 		$7.23M Buy
18,874
+383
+2% +$147K 2.95% 12
2020
Q4 		$7.02M Buy
18,491
+332
+2% +$117K 3.17% 11
2020
Q3 		$5.92M Buy
18,159
+22
+0.1% +$6.88K 3.22% 11
2020
Q2 		$5.5M Buy
+18,137
New +$4.98M 3.16% 10

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return