Synergy Asset Management’s Intuit INTU Stock Holding History

Synergy Asset 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 Q1	–	Sell	-26	Closed	-$16.1K	–	443
2024 Q4	$16.1K	Buy	+26	New	+$16.6K	﹤0.01%	393

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

Norges Bank Oslo, Norway $935B AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Synergy Asset Management's INTU Position: Q1 2025 in Review

Synergy Asset Management sold out of Intuit (INTU) in Q1 2025, closing a stake of 26 shares — an estimated $16.1K sold.

Synergy Asset Management first reported a position in INTU in Q4 2024 and held it in 1 quarter. The position peaked at $16.1K in Q4 2024. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

Synergy Asset Management reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 26 Intuit shares in Q1 2025, an estimated $16.1K.
Synergy Asset Management first reported a position in Intuit in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Intuit position peaked at $16.1K in Q4 2024.
2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.