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Voisard Asset Management Group’s Intuit INTU Stock Holding History

Voisard Asset Management Group’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 		– Sell
-9
Closed -$5.41K – 361
2024
Q3 		$5.41K Buy
9
+5
+125% +$3.19K ﹤0.01% 338
2024
Q2 		$2.44K Hold
4
– – ﹤0.01% 317
2024
Q1 		$2.41K Hold
4
– – ﹤0.01% 298
2023
Q4 		$2.32K Buy
+4
New +$2.21K ﹤0.01% 316

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

Voisard Asset Management Group's INTU Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Intuit (INTU) in Q4 2024, closing a stake of 9 shares — an estimated $5.41K sold.

Voisard Asset Management Group first reported a position in INTU in Q4 2023 and held it in 4 quarters. The position peaked at $5.41K in Q3 2024. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 9 Intuit shares in Q4 2024, an estimated $5.41K.
  • Voisard Asset Management Group first reported a position in Intuit in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's Intuit position peaked at $5.41K in Q3 2024.
  • 2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.