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Transform Wealth’s Intuit INTU Stock Holding History

Transform Wealth’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 		$433K Sell
705
-180
-20% -$108K 0.03% 183
2024
Q4 		$556K Buy
885
+107
+14% +$68.4K 0.03% 174
2024
Q3 		$483K Hold
778
– – 0.03% 153
2024
Q2 		$511K Sell
778
-34
-4% -$21.1K 0.04% 148
2024
Q1 		$528K Buy
812
+57
+8% +$36.4K 0.05% 147
2023
Q4 		$472K Sell
755
-79
-9% -$43.6K 0.05% 170
2023
Q3 		$426K Sell
834
-35
-4% -$17.7K 0.04% 178
2023
Q2 		$398K Sell
869
-129
-13% -$56.5K 0.04% 196
2023
Q1 		$445K Sell
998
-45
-4% -$18.5K 0.04% 178
2022
Q4 		$406K Hold
1,043
– – 0.05% 159
2022
Q3 		$404K Sell
1,043
-15
-1% -$6.48K 0.05% 134
2022
Q2 		$408K Sell
1,058
-126
-11% -$52.2K 0.06% 143
2022
Q1 		$569K Sell
1,184
-130
-10% -$66.6K 0.06% 147
2021
Q4 		$845K Sell
1,314
-8
-0.6% -$4.94K 0.09% 125
2021
Q3 		$713K Sell
1,322
-38
-3% -$20.5K 0.08% 140
2021
Q2 		$667K Sell
1,360
-174
-11% -$75.4K 0.08% 154
2021
Q1 		$588K Sell
1,534
-343
-18% -$132K 0.12% 140
2020
Q4 		$713K Sell
1,877
-171
-8% -$60.1K 0.15% 122
2020
Q3 		$668K Sell
2,048
-470
-19% -$147K 0.11% 127
2020
Q2 		$746K Buy
2,518
+284
+13% +$77.9K 0.13% 116
2020
Q1 		$514K Buy
2,234
+656
+42% +$178K 0.11% 141
2019
Q4 		$413K Buy
+1,578
New +$413K 0.07% 170

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Transform Wealth's INTU Position: Q1 2025 in Review

Transform Wealth reduced its Intuit (INTU) stake by 20% in Q1 2025, selling an estimated $108K and leaving 705 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #183.

Transform Wealth first reported a position in INTU in Q4 2019 and has held it in 22 quarters since. The position peaked at $845K in Q4 2021. 2,029 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

  • Transform Wealth held 705 shares of Intuit worth $433K as of Q1 2025.
  • Transform Wealth sold 180 Intuit shares in Q1 2025, an estimated $108K.
  • Intuit made up 0.03% of Transform Wealth's portfolio in Q1 2025, its #183 holding.
  • Transform Wealth first reported a position in Intuit in Q4 2019 and has held it in 22 quarters since.
  • Transform Wealth's Intuit position peaked at $845K in Q4 2021.
  • 2,029 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.