Stage Harbor Financial’s Intuit INTU Stock Holding History

Stage Harbor 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
2024 Q4	–	Sell	-345	Closed	-$213K	–	61
2024 Q3	$213K	Sell	345 -40	-10%	-$25.5K	0.19%	45
2024 Q2	$253K	Buy	385 +74	+24%	+$45.9K	0.24%	35
2024 Q1	$202K	Buy	+311	New	+$199K	0.18%	43

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Stage Harbor Financial's INTU Position: Q4 2024 in Review

Stage Harbor Financial sold out of Intuit (INTU) in Q4 2024, closing a stake of 345 shares — an estimated $213K sold.

Stage Harbor Financial first reported a position in INTU in Q1 2024 and held it in 3 quarters. The position peaked at $253K in Q2 2024. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

Stage Harbor Financial reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
Stage Harbor Financial sold 345 Intuit shares in Q4 2024, an estimated $213K.
Stage Harbor Financial first reported a position in Intuit in Q1 2024 and held it in 3 quarters.
Stage Harbor Financial's Intuit position peaked at $253K in Q2 2024.
2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Stage Harbor Financial's 13F filing for Q4 2024, filed 12 Feb 2025.