SOA Wealth Advisors’s Intuit INTU Stock Holding History

SOA Wealth 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 Q2	–	Sell	-13	Closed	-$7.98K	–	905
2025 Q1	$7.98K	Hold	13	–	–	﹤0.01%	586
2024 Q4	$8.17K	Sell	13 -4	-24%	-$2.56K	﹤0.01%	569
2024 Q3	$10.6K	Hold	17	–	–	﹤0.01%	534
2024 Q2	$11.2K	Sell	17 -67	-80%	-$41.6K	﹤0.01%	519
2024 Q1	$54.6K	Sell	84 -50	-37%	-$31.9K	0.01%	296
2023 Q4	$83.8K	Buy	134 +50	+60%	+$27.6K	0.02%	252
2023 Q3	$42.9K	Hold	84	–	–	0.01%	304
2023 Q2	$38.5K	Sell	84 -35	-29%	-$15.3K	0.01%	326
2023 Q1	$53.1K	Sell	119 -6	-5%	-$2.46K	0.01%	279
2022 Q4	$48.7K	Sell	125 -2	-2%	-$793	0.01%	283
2022 Q3	$49K	Sell	127 -6	-5%	-$2.59K	0.01%	268
2022 Q2	$51K	Sell	133 -242	-65%	-$100K	0.02%	260
2022 Q1	$180K	Hold	375	–	–	0.04%	175
2021 Q4	$241K	Hold	375	–	–	0.06%	144
2021 Q3	$202K	Sell	375 -1	-0.3%	-$539	0.05%	153
2021 Q2	$184K	Buy	376 +121	+47%	+$52.5K	0.05%	161
2021 Q1	$97K	Buy	255 +8	+3%	+$3.08K	0.03%	196
2020 Q4	$98K	Buy	+247	New	+$86.7K	0.03%	193

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return