Stoneridge Investment Partners’s Intuit INTU Stock Holding History

Stoneridge Investment Partners’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	-669	Closed	-$411K	–	142
2025 Q1	$411K	Sell	669 -625	-48%	-$375K	0.35%	62
2024 Q4	$813K	Hold	1,294	–	–	0.29%	71
2024 Q3	$804K	Buy	1,294 +73	+6%	+$46.6K	0.3%	70
2024 Q2	$802K	Buy	+1,221	New	+$757K	0.3%	76

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stoneridge Investment Partners's INTU Position: Q2 2025 in Review

Stoneridge Investment Partners sold out of Intuit (INTU) in Q2 2025, closing a stake of 669 shares — an estimated $411K sold.

Stoneridge Investment Partners first reported a position in INTU in Q2 2024 and held it in 4 quarters. The position peaked at $813K in Q4 2024. 2,208 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

Stoneridge Investment Partners reported no remaining Intuit position as of Q2 2025 after selling out during the quarter.
Stoneridge Investment Partners sold 669 Intuit shares in Q2 2025, an estimated $411K.
Stoneridge Investment Partners first reported a position in Intuit in Q2 2024 and held it in 4 quarters.
Stoneridge Investment Partners's Intuit position peaked at $813K in Q4 2024.
2,208 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Stoneridge Investment Partners's 13F filing for Q2 2025, filed 11 Aug 2025.