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Unigestion Holding’s Intuit INTU Stock Holding History

Unigestion Holding’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 		$3M Buy
4,890
+2,459
+101% +$1.48M 0.18% 96
2024
Q4 		$1.53M Buy
2,431
+601
+33% +$384K 0.09% 99
2024
Q3 		$1.14M Buy
+1,830
New +$1.17M 0.05% 99
2023
Q1 		– Sell
-1,450
Closed -$567K – 235
2022
Q4 		$567K Buy
+1,450
New +$575K 0.03% 197
2022
Q2 		– Sell
-4,181
Closed -$1.97M – 194
2022
Q1 		$1.97M Sell
4,181
-81
-2% -$41.5K 0.08% 97
2021
Q4 		$2.74M Sell
4,262
-26
-0.6% -$16.1K 0.11% 88
2021
Q3 		$2.31M Sell
4,288
-522
-11% -$281K 0.09% 88
2021
Q2 		$2.36M Sell
4,810
-157
-3% -$68.1K 0.09% 95
2021
Q1 		$1.9M Buy
4,967
+244
+5% +$94K 0.07% 107
2020
Q4 		$1.79M Buy
4,723
+2,039
+76% +$716K 0.06% 108
2020
Q3 		$876K Buy
2,684
+754
+39% +$236K 0.03% 129
2020
Q2 		$572K Sell
1,930
-933
-33% -$256K 0.02% 151
2020
Q1 		$658K Buy
+2,863
New +$775K 0.02% 191

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

Unigestion Holding's INTU Position: Q1 2025 in Review

Unigestion Holding increased its Intuit (INTU) stake by 101% in Q1 2025, buying an estimated $1.48M and bringing the position to 4,890 shares worth $3M. The position accounts for 0.18% of the portfolio, ranked #96.

Unigestion Holding first reported a position in INTU in Q1 2020 and has held it in 13 quarters since. 2,029 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

  • Unigestion Holding held 4,890 shares of Intuit worth $3M as of Q1 2025.
  • Unigestion Holding bought 2,459 Intuit shares in Q1 2025, an estimated $1.48M.
  • Intuit made up 0.18% of Unigestion Holding's portfolio in Q1 2025, its #96 holding.
  • Unigestion Holding first reported a position in Intuit in Q1 2020 and has held it in 13 quarters since.
  • 2,029 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.