UBS O'Connor’s Intuit INTU Stock Holding History

UBS O'Connor’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	-377	Closed	-$237K	–	396
2024 Q4	$237K	Buy	+377	New	+$241K	0.01%	321
2024 Q1	–	Sell	-1,000	Closed	-$625K	–	559
2023 Q4	$625K	Sell	1,000 -500	-33%	-$276K	0.02%	327
2023 Q3	$766K	Buy	+1,500	New	+$759K	0.01%	359
2023 Q2	–	Sell	-1,000	Closed	-$446K	–	612
2023 Q1	$446K	Buy	+1,000	New	+$411K	0.01%	471
2022 Q1	–	Sell	-20,000	Closed	-$12.9M	–	101
2021 Q4	$12.9M	Buy	+20,000	New	+$12.3M	0.12%	73
2017 Q1	–	Sell	-66,000	Closed	-$7.56M	–	449
2016 Q4	$7.56M	Buy	+66,000	New	+$7.39M	0.15%	174
2016 Q2	–	Sell	-40,000	Closed	-$4.16M	–	453
2016 Q1	$4.16M	Sell	40,000 -75,000	-65%	-$7.24M	0.08%	224
2015 Q4	$11.1M	Buy	+115,000	New	+$11.1M	0.19%	109
2015 Q2	–	Sell	-63,739	Closed	-$6.18M	–	825
2015 Q1	$6.18M	Buy	63,739 +42,339	+198%	+$3.93M	0.13%	192
2014 Q4	$1.97M	Buy	+21,400	New	+$1.9M	0.03%	284

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

UBS O'Connor's INTU Position: Q1 2025 in Review

UBS O'Connor sold out of Intuit (INTU) in Q1 2025, closing a stake of 377 shares — an estimated $237K sold.

UBS O'Connor first reported a position in INTU in Q4 2014 and held it in 10 quarters. The position peaked at $12.9M in Q4 2021. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

UBS O'Connor reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
UBS O'Connor sold 377 Intuit shares in Q1 2025, an estimated $237K.
UBS O'Connor first reported a position in Intuit in Q4 2014 and held it in 10 quarters.
UBS O'Connor's Intuit position peaked at $12.9M in Q4 2021.
2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on UBS O'Connor's 13F filing for Q1 2025, filed 15 May 2025.