Schechter Investment Advisors’s Intuit INTU Stock Holding History

Schechter Investment Advisors’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	$1.79M	Sell	2,916 -608	-17%	-$365K	0.15%	131
2024 Q4	$2.21M	Sell	3,524 -115	-3%	-$73.5K	0.17%	114
2024 Q3	$2.26M	Sell	3,639 -161	-4%	-$103K	0.17%	114
2024 Q2	$2.5M	Sell	3,800 -80	-2%	-$49.6K	0.19%	94
2024 Q1	$2.52M	Sell	3,880 -63	-2%	-$40.2K	0.19%	98
2023 Q4	$2.46M	Sell	3,943 -107	-3%	-$59K	0.21%	87
2023 Q3	$2.07M	Buy	4,050 +287	+8%	+$145K	0.2%	95
2023 Q2	$1.72M	Buy	3,763 +20	+0.5%	+$8.76K	0.15%	135
2023 Q1	$1.67M	Buy	3,743 +233	+7%	+$95.6K	0.15%	148
2022 Q4	$1.37M	Sell	3,510 -187	-5%	-$74.2K	0.12%	205
2022 Q3	$1.43M	Buy	3,697 +673	+22%	+$291K	0.14%	177
2022 Q2	$1.17M	Buy	3,024 +172	+6%	+$71.2K	0.11%	232
2022 Q1	$1.37M	Buy	2,852 +96	+3%	+$49.2K	0.13%	194
2021 Q4	$1.77M	Buy	+2,756	New	+$1.7M	0.16%	145

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

Schechter Investment Advisors's INTU Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Intuit (INTU) stake by 17% in Q1 2025, selling an estimated $365K and leaving 2,916 shares worth $1.79M. The position accounts for 0.15% of the portfolio, ranked #131.

Schechter Investment Advisors first reported a position in INTU in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.52M in Q1 2024. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

Schechter Investment Advisors held 2,916 shares of Intuit worth $1.79M as of Q1 2025.
Schechter Investment Advisors sold 608 Intuit shares in Q1 2025, an estimated $365K.
Intuit made up 0.15% of Schechter Investment Advisors's portfolio in Q1 2025, its #131 holding.
Schechter Investment Advisors first reported a position in Intuit in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Intuit position peaked at $2.52M in Q1 2024.
2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.