Sugarloaf Wealth Management’s Intuit INTU Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$2.51K	Hold	4	–	–	﹤0.01%	620
2024 Q3	$2.48K	Hold	4	–	–	﹤0.01%	608
2024 Q2	$2.63K	Hold	4	–	–	﹤0.01%	572
2024 Q1	$2.6K	Hold	4	–	–	﹤0.01%	581
2023 Q4	$2.5K	Hold	4	–	–	﹤0.01%	590
2023 Q3	$2.04K	Sell	4 -2	-33%	-$1.01K	﹤0.01%	601
2023 Q2	$2.75K	Hold	6	–	–	﹤0.01%	595
2023 Q1	$2.69K	Sell	6 -86	-93%	-$35.3K	﹤0.01%	596
2022 Q4	$35.8K	Buy	92 +88	+2,200%	+$34.9K	0.01%	331
2022 Q3	$2K	Hold	4	–	–	﹤0.01%	714
2022 Q2	$2K	Hold	4	–	–	﹤0.01%	702
2022 Q1	$2K	Hold	4	–	–	﹤0.01%	645
2021 Q4	$3K	Hold	4	–	–	﹤0.01%	640
2021 Q3	$2K	Hold	4	–	–	﹤0.01%	684
2021 Q2	$2K	Hold	4	–	–	﹤0.01%	678
2021 Q1	$2	Hold	4	–	–	﹤0.01%	677
2020 Q4	$2K	Hold	4	–	–	﹤0.01%	641
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	640
2020 Q2	$1K	Hold	4	–	–	﹤0.01%	639
2020 Q1	$1K	Hold	4	–	–	﹤0.01%	652
2019 Q4	$1K	Buy	+4	New	+$1.05K	﹤0.01%	670

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

Sugarloaf Wealth Management's INTU Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Intuit (INTU) position steady in Q4 2024 at 4 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Sugarloaf Wealth Management first reported a position in INTU in Q4 2019 and has held it in 21 quarters since. The position peaked at $35.8K in Q4 2022. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

Sugarloaf Wealth Management held 4 shares of Intuit worth $2.51K as of Q4 2024.
Sugarloaf Wealth Management left its Intuit share count unchanged in Q4 2024.
Intuit made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #620 holding.
Sugarloaf Wealth Management first reported a position in Intuit in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Intuit position peaked at $35.8K in Q4 2022.
2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.