Waldron Private Wealth’s Intuit INTU Stock Holding History

Waldron Private 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
2025 Q1	–	Sell	-1,930	Closed	-$1.21M	–	357
2024 Q4	$1.21M	Buy	1,930 +36	+2%	+$23K	0.05%	150
2024 Q3	$1.18M	Buy	1,894 +11	+0.6%	+$7.02K	0.05%	150
2024 Q2	$1.24M	Sell	1,883 -38	-2%	-$23.6K	0.06%	135
2024 Q1	$1.25M	Buy	1,921 +93	+5%	+$59.4K	0.06%	143
2023 Q4	$1.14M	Sell	1,828 -117	-6%	-$64.5K	0.05%	143
2023 Q3	$994K	Buy	1,945 +53	+3%	+$26.8K	0.05%	153
2023 Q2	$867K	Sell	1,892 -98	-5%	-$42.9K	0.04%	164
2023 Q1	$887K	Sell	1,990 -173	-8%	-$71K	0.04%	181
2022 Q4	$837K	Hold	2,163	–	–	0.05%	174
2022 Q3	$837K	Buy	2,163 +426	+25%	+$184K	0.05%	174
2022 Q2	$669K	Buy	1,737 +117	+7%	+$48.4K	0.04%	208
2022 Q1	$778K	Buy	1,620 +39	+2%	+$20K	0.04%	207
2021 Q4	$1.02M	Buy	1,581 +37	+2%	+$22.8K	0.05%	178
2021 Q3	$833K	Buy	1,544 +946	+158%	+$510K	0.05%	169
2021 Q2	$293K	Buy	+598	New	+$259K	0.02%	274
2020 Q4	–	Sell	-621	Closed	-$202K	–	299
2020 Q3	$202K	Buy	+621	New	+$194K	0.02%	254

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T 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 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