SSI Investment Management’s Intuit INTU Stock Holding History

SSI Investment Management’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	-335	Closed	-$206K	–	265
2025 Q1	$206K	Sell	335 -17	-5%	-$10.2K	0.02%	254
2024 Q4	$221K	Hold	352	–	–	0.02%	258
2024 Q3	$219K	Hold	352	–	–	0.02%	257
2024 Q2	$231K	Hold	352	–	–	0.02%	241
2024 Q1	$229K	Sell	352 -3	-0.8%	-$1.92K	0.02%	241
2023 Q4	$222K	Buy	+355	New	+$196K	0.02%	246
2023 Q1	–	Sell	-518	Closed	-$202K	–	270
2022 Q4	$202K	Hold	518	–	–	0.01%	300
2022 Q3	$202K	Hold	518	–	–	0.01%	279
2022 Q2	$201K	Hold	518	–	–	0.01%	290
2022 Q1	$248K	Sell	518 -5	-1%	-$2.56K	0.01%	289
2021 Q4	$336K	Hold	523	–	–	0.02%	259
2021 Q3	$283K	Hold	523	–	–	0.02%	267
2021 Q2	$256K	Hold	523	–	–	0.02%	279
2021 Q1	$202K	Buy	+523	New	+$201K	0.01%	299

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SSI Investment Management's INTU Position: Q2 2025 in Review

SSI Investment Management sold out of Intuit (INTU) in Q2 2025, closing a stake of 335 shares — an estimated $206K sold.

SSI Investment Management first reported a position in INTU in Q1 2021 and held it in 14 quarters. The position peaked at $336K in Q4 2021. 2,210 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

SSI Investment Management reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
SSI Investment Management sold 335 Intuit shares in Q2 2025, an estimated $206K.
SSI Investment Management first reported a position in Intuit in Q1 2021 and held it in 14 quarters.
SSI Investment Management's Intuit position peaked at $336K in Q4 2021.
2,210 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on SSI Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.