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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
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 $3.37T AUM 44.26% 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

Waldron Private Wealth's INTU Position: Q1 2025 in Review

Waldron Private Wealth sold out of Intuit (INTU) in Q1 2025, closing a stake of 1,930 shares — an estimated $1.21M sold.

Waldron Private Wealth first reported a position in INTU in Q3 2020 and held it in 16 quarters. The position peaked at $1.25M in Q1 2024. 2,032 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

  • Waldron Private Wealth reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 1,930 Intuit shares in Q1 2025, an estimated $1.21M.
  • Waldron Private Wealth first reported a position in Intuit in Q3 2020 and held it in 16 quarters.
  • Waldron Private Wealth's Intuit position peaked at $1.25M in Q1 2024.
  • 2,032 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.