Waratah Capital Advisors’s Intuit INTU Stock Holding History

Waratah Capital Advisors’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	-16,794	Closed	-$10.6M	–	206
2024 Q4	$10.6M	Buy	+16,794	New	+$10.7M	0.35%	79
2020 Q4	–	Sell	-6,010	Closed	-$1.96M	–	233
2020 Q3	$1.96M	Buy	+6,010	New	+$1.88M	0.21%	73
2019 Q4	–	Sell	-6,996	Closed	-$1.86M	–	167
2019 Q3	$1.86M	Buy	+6,996	New	+$1.92M	0.21%	82
2018 Q3	–	Sell	-1,600	Closed	-$327K	–	158
2018 Q2	$327K	Buy	+1,600	New	+$307K	0.04%	123

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Waratah Capital Advisors's INTU Position: Q1 2025 in Review

Waratah Capital Advisors sold out of Intuit (INTU) in Q1 2025, closing a stake of 16,794 shares — an estimated $10.6M sold.

Waratah Capital Advisors first reported a position in INTU in Q2 2018 and held it in 4 quarters. The position peaked at $10.6M in Q4 2024. 2,031 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

Waratah Capital Advisors reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
Waratah Capital Advisors sold 16,794 Intuit shares in Q1 2025, an estimated $10.6M.
Waratah Capital Advisors first reported a position in Intuit in Q2 2018 and held it in 4 quarters.
Waratah Capital Advisors's Intuit position peaked at $10.6M in Q4 2024.
2,031 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Waratah Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.