Wellington Management Group
INTU icon

Wellington Management Group’s Intuit INTU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.61B Buy
5,856,635
+201,386
+4% +$159M 0.84% 16
2025
Q1
$3.47B Buy
5,655,249
+358,328
+7% +$220M 0.67% 28
2024
Q4
$3.33B Buy
5,296,921
+620,559
+13% +$390M 0.61% 28
2024
Q3
$2.9B Sell
4,676,362
-129,988
-3% -$80.7M 0.51% 42
2024
Q2
$3.16B Buy
4,806,350
+293,607
+7% +$193M 0.56% 35
2024
Q1
$2.93B Buy
4,512,743
+825,160
+22% +$536M 0.52% 42
2023
Q4
$2.3B Buy
3,687,583
+2,336,654
+173% +$1.46B 0.43% 53
2023
Q3
$690M Buy
1,350,929
+514,259
+61% +$263M 0.14% 157
2023
Q2
$383M Buy
836,670
+146,924
+21% +$67.3M 0.07% 257
2023
Q1
$308M Sell
689,746
-591,649
-46% -$264M 0.06% 294
2022
Q4
$499M Buy
1,281,395
+672,575
+110% +$262M 0.1% 197
2022
Q3
$236M Sell
608,820
-80,991
-12% -$31.4M 0.05% 334
2022
Q2
$266M Sell
689,811
-41,767
-6% -$16.1M 0.05% 304
2022
Q1
$352M Sell
731,578
-700,097
-49% -$337M 0.06% 275
2021
Q4
$921M Sell
1,431,675
-258,111
-15% -$166M 0.15% 149
2021
Q3
$912M Sell
1,689,786
-129,578
-7% -$69.9M 0.16% 139
2021
Q2
$892M Sell
1,819,364
-13,496
-0.7% -$6.62M 0.15% 140
2021
Q1
$702M Sell
1,832,860
-42,195
-2% -$16.2M 0.12% 173
2020
Q4
$712M Buy
1,875,055
+556,427
+42% +$211M 0.13% 163
2020
Q3
$430M Buy
1,318,628
+153,682
+13% +$50.1M 0.09% 208
2020
Q2
$345M Buy
1,164,946
+141,779
+14% +$42M 0.08% 225
2020
Q1
$235M Sell
1,023,167
-153,546
-13% -$35.3M 0.06% 262
2019
Q4
$308M Buy
1,176,713
+176,132
+18% +$46.1M 0.06% 291
2019
Q3
$266M Sell
1,000,581
-323,079
-24% -$85.9M 0.06% 308
2019
Q2
$346M Sell
1,323,660
-26,327
-2% -$6.88M 0.08% 256
2019
Q1
$353M Buy
1,349,987
+492,888
+58% +$129M 0.08% 244
2018
Q4
$169M Sell
857,099
-245,750
-22% -$48.4M 0.04% 378
2018
Q3
$251M Buy
1,102,849
+77,408
+8% +$17.6M 0.05% 333
2018
Q2
$210M Buy
1,025,441
+61,639
+6% +$12.6M 0.05% 362
2018
Q1
$167M Buy
963,802
+35,895
+4% +$6.22M 0.04% 416
2017
Q4
$146M Buy
927,907
+135,150
+17% +$21.3M 0.03% 438
2017
Q3
$113M Buy
792,757
+184,982
+30% +$26.3M 0.03% 511
2017
Q2
$80.7M Buy
607,775
+27,962
+5% +$3.71M 0.02% 577
2017
Q1
$67.3M Sell
579,813
-24,128
-4% -$2.8M 0.02% 631
2016
Q4
$69.2M Sell
603,941
-147,570
-20% -$16.9M 0.02% 617
2016
Q3
$82.7M Sell
751,511
-368,738
-33% -$40.6M 0.02% 544
2016
Q2
$125M Sell
1,120,249
-85,017
-7% -$9.49M 0.03% 413
2016
Q1
$125M Buy
1,205,266
+138,579
+13% +$14.4M 0.03% 410
2015
Q4
$103M Sell
1,066,687
-551,997
-34% -$53.3M 0.03% 458
2015
Q3
$144M Sell
1,618,684
-1,170,500
-42% -$104M 0.04% 357
2015
Q2
$281M Sell
2,789,184
-1,317,839
-32% -$133M 0.07% 252
2015
Q1
$398M Sell
4,107,023
-130,904
-3% -$12.7M 0.1% 203
2014
Q4
$391M Buy
4,237,927
+96,201
+2% +$8.87M 0.1% 195
2014
Q3
$363M Buy
4,141,726
+593,134
+17% +$52M 0.1% 218
2014
Q2
$286M Buy
3,548,592
+56,376
+2% +$4.54M 0.08% 276
2014
Q1
$271M Buy
3,492,216
+704,119
+25% +$54.7M 0.08% 283
2013
Q4
$213M Buy
2,788,097
+708,810
+34% +$54.1M 0.06% 325
2013
Q3
$138M Buy
2,079,287
+799,700
+62% +$53M 0.04% 410
2013
Q2
$78.1M Buy
+1,279,587
New +$78.1M 0.03% 548