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SRN Advisors’s Intuit INTU Stock Holding History

SRN 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 		$1.21M Buy
1,542
+30
+2% +$20.3K 1.11% 29
2025
Q1 		$928K Sell
1,512
-35
-2% -$21K 1.04% 30
2024
Q4 		$972K Buy
1,547
+155
+11% +$99K 0.86% 53
2024
Q3 		$864K Sell
1,392
-48
-3% -$30.6K 0.77% 68
2024
Q2 		$946K Hold
1,440
– – 0.79% 58
2024
Q1 		$936K Buy
1,440
+74
+5% +$47.2K 0.73% 76
2023
Q4 		$854K Sell
1,366
-590
-30% -$325K 0.77% 72
2023
Q3 		$999K Buy
1,956
+36
+2% +$18.2K 0.99% 39
2023
Q2 		$880K Sell
1,920
-58
-3% -$25.4K 0.78% 63
2023
Q1 		$870K Buy
1,978
+394
+25% +$162K 0.8% 65
2022
Q4 		$617K Sell
1,584
-9
-0.6% -$3.57K 0.61% 81
2022
Q3 		$617K Sell
1,593
-117
-7% -$50.5K 0.52% 91
2022
Q2 		$659K Sell
1,710
-278
-14% -$115K 0.46% 103
2022
Q1 		$956K Sell
1,988
-30
-1% -$15.4K 0.42% 106
2021
Q4 		$1.3M Sell
2,018
-329
-14% -$203K 0.47% 81
2021
Q3 		$1.27M Sell
2,347
-1,400
-37% -$755K 0.59% 45
2021
Q2 		$1.84M Sell
3,747
-172
-4% -$74.6K 0.62% 56
2021
Q1 		$1.5M Sell
3,919
-653
-14% -$251K 0.54% 72
2020
Q4 		$1.72M Buy
+4,572
New +$1.61M 0.84% 59

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SRN Advisors's INTU Position: Q2 2025 in Review

SRN Advisors increased its Intuit (INTU) stake by 2% in Q2 2025, buying an estimated $20.3K and bringing the position to 1,542 shares worth $1.21M. The position accounts for 1.11% of the portfolio, ranked #29.

SRN Advisors first reported a position in INTU in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.84M in Q2 2021. 2,208 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

  • SRN Advisors held 1,542 shares of Intuit worth $1.21M as of Q2 2025.
  • SRN Advisors bought 30 Intuit shares in Q2 2025, an estimated $20.3K.
  • Intuit made up 1.11% of SRN Advisors's portfolio in Q2 2025, its #29 holding.
  • SRN Advisors first reported a position in Intuit in Q4 2020 and has held it in 19 quarters since.
  • SRN Advisors's Intuit position peaked at $1.84M in Q2 2021.
  • 2,208 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on SRN Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.