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Steward Partners Investment Solutions’s Intuit INTU Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$5.32M Buy
8,192
+6,472
+376% +$4.13M 0.9% 26
2023
Q4 		$1.08M Buy
+1,720
New +$949K 0.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Partners Investment Solutions's INTU Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Intuit (INTU) stake by 376% in Q1 2024, buying an estimated $4.13M and bringing the position to 8,192 shares worth $5.32M. The position accounts for 0.9% of the portfolio, ranked #26.

Steward Partners Investment Solutions first reported a position in INTU in Q4 2023 and has held it in 2 quarters since. 1,943 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

  • Steward Partners Investment Solutions held 8,192 shares of Intuit worth $5.32M as of Q1 2024.
  • Steward Partners Investment Solutions bought 6,472 Intuit shares in Q1 2024, an estimated $4.13M.
  • Intuit made up 0.9% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #26 holding.
  • Steward Partners Investment Solutions first reported a position in Intuit in Q4 2023 and has held it in 2 quarters since.
  • 1,943 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.