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TrinityPoint Wealth’s Intuit INTU Stock Holding History

TrinityPoint 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
2024
Q4 		$805K Buy
1,281
+36
+3% +$23K 0.11% 175
2024
Q3 		$773K Sell
1,245
-125
-9% -$79.8K 0.11% 178
2024
Q2 		$900K Buy
1,370
+14
+1% +$8.68K 0.14% 153
2024
Q1 		$881K Sell
1,356
-5
-0.4% -$3.19K 0.15% 146
2023
Q4 		$851K Buy
1,361
+3
+0.2% +$1.66K 0.15% 137
2023
Q3 		$694K Sell
1,358
-43
-3% -$21.8K 0.14% 147
2023
Q2 		$642K Buy
1,401
+17
+1% +$7.45K 0.13% 151
2023
Q1 		$617K Sell
1,384
-8
-0.6% -$3.28K 0.13% 155
2022
Q4 		$542K Buy
1,392
+112
+9% +$44.4K 0.12% 161
2022
Q3 		$496K Buy
1,280
+33
+3% +$14.3K 0.11% 158
2022
Q2 		$481K Sell
1,247
-3
-0.2% -$1.24K 0.11% 162
2022
Q1 		$601K Sell
1,250
-16
-1% -$8.19K 0.11% 163
2021
Q4 		$814K Buy
1,266
+11
+0.9% +$6.79K 0.14% 130
2021
Q3 		$677K Sell
1,255
-239
-16% -$129K 0.13% 139
2021
Q2 		$732K Buy
1,494
+72
+5% +$31.2K 0.15% 133
2021
Q1 		$545K Sell
1,422
-20
-1% -$7.7K 0.13% 146
2020
Q4 		$540K Buy
1,442
+5
+0.3% +$1.76K 0.13% 138
2020
Q3 		$469K Buy
+1,437
New +$450K 0.13% 143

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TrinityPoint Wealth's INTU Position: Q4 2024 in Review

TrinityPoint Wealth increased its Intuit (INTU) stake by 2.9% in Q4 2024, buying an estimated $23K and bringing the position to 1,281 shares worth $805K. The position accounts for 0.11% of the portfolio, ranked #175.

TrinityPoint Wealth first reported a position in INTU in Q3 2020 and has held it in 18 quarters since. The position peaked at $900K in Q2 2024. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • TrinityPoint Wealth held 1,281 shares of Intuit worth $805K as of Q4 2024.
  • TrinityPoint Wealth bought 36 Intuit shares in Q4 2024, an estimated $23K.
  • Intuit made up 0.11% of TrinityPoint Wealth's portfolio in Q4 2024, its #175 holding.
  • TrinityPoint Wealth first reported a position in Intuit in Q3 2020 and has held it in 18 quarters since.
  • TrinityPoint Wealth's Intuit position peaked at $900K in Q2 2024.
  • 2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.