WWS
INTU icon

Wellington Wealth Strategies’s Intuit INTU Stock Holding History

Wellington Wealth Strategies’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 		$1.66M Buy
+2,835
New +$1.81M 1.51% 22
2024
Q2 		– Sell
-3,002
Closed -$1.95M – 112
2024
Q1 		$1.95M Buy
+3,002
New +$1.92M 0.91% 28

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

Wellington Wealth Strategies's INTU Position: Q4 2024 in Review

Wellington Wealth Strategies opened a new position in Intuit (INTU) in Q4 2024: 2,835 shares worth $1.66M. The stake represents 1.51% of the portfolio and ranks #22 among its holdings. This is a return to the name: Wellington Wealth Strategies previously reported a position in INTU as recently as Q1 2024.

Wellington Wealth Strategies first reported a position in INTU in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.95M in Q1 2024. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Wellington Wealth Strategies held 2,835 shares of Intuit worth $1.66M as of Q4 2024.
  • Intuit was a new Wellington Wealth Strategies position in Q4 2024.
  • Intuit made up 1.51% of Wellington Wealth Strategies's portfolio in Q4 2024, its #22 holding.
  • Wellington Wealth Strategies first reported a position in Intuit in Q1 2024 and has held it in 2 quarters since.
  • Wellington Wealth Strategies's Intuit position peaked at $1.95M in Q1 2024.
  • 2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.