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Unio Capital’s Intuit INTU Stock Holding History

Unio Capital’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
-28,637
Closed -$18M – 25
2024
Q4 		$18M Buy
28,637
+14,436
+102% +$9.22M 6.44% 3
2024
Q3 		$8.82M Sell
14,201
-118
-0.8% -$75.3K 3.57% 15
2024
Q2 		$9.41M Buy
14,319
+714
+5% +$443K 3.95% 14
2024
Q1 		$8.84M Sell
13,605
-370
-3% -$236K 3.89% 15
2023
Q4 		$8.73M Sell
13,975
-219
-2% -$121K 4.47% 12
2023
Q3 		$7.25M Sell
14,194
-668
-4% -$338K 3.93% 12
2023
Q2 		$6.81M Sell
14,862
-337
-2% -$148K 3.47% 17
2023
Q1 		$6.78M Sell
15,199
-109
-0.7% -$44.7K 3.63% 14
2022
Q4 		$5.96M Buy
15,308
+581
+4% +$230K 3.31% 15
2022
Q3 		$5.7M Sell
14,727
-194
-1% -$83.8K 3.45% 17
2022
Q2 		$5.75M Sell
14,921
-970
-6% -$402K 3.31% 19
2022
Q1 		$7.64M Sell
15,891
-3,755
-19% -$1.92M 3.29% 17
2021
Q4 		$604K Buy
19,646
+168
+0.9% +$104K 2.95% 22
2021
Q3 		$10.5M Sell
19,478
-1,166
-6% -$628K 4.68% 7
2021
Q2 		$10.1M Sell
20,644
-1,325
-6% -$575K 4.51% 8
2021
Q1 		$8.41M Sell
21,969
-606
-3% -$233K 3.98% 12
2020
Q4 		$8.57M Buy
22,575
+358
+2% +$126K 4.22% 11
2020
Q3 		$7.43M Buy
22,217
+403
+2% +$126K 4.02% 12
2020
Q2 		$6.46M Sell
21,814
-58
-0.3% -$15.9K 3.9% 12
2020
Q1 		$5.03M Buy
+21,872
New +$5.92M 3.55% 14

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Unio Capital's INTU Position: Q1 2025 in Review

Unio Capital sold out of Intuit (INTU) in Q1 2025, closing a stake of 28,637 shares — an estimated $18M sold.

Unio Capital first reported a position in INTU in Q1 2020 and held it in 20 quarters. The position peaked at $18M in Q4 2024. 2,031 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

  • Unio Capital reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
  • Unio Capital sold 28,637 Intuit shares in Q1 2025, an estimated $18M.
  • Unio Capital first reported a position in Intuit in Q1 2020 and held it in 20 quarters.
  • Unio Capital's Intuit position peaked at $18M in Q4 2024.
  • 2,031 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Unio Capital's 13F filing for Q1 2025, filed 15 May 2025.