WI
INTU icon

Wintrust Investments’s Intuit INTU Stock Holding History

Wintrust Investments’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 		– Sell
-46
Closed -$29K – 471
2024
Q3 		$29K Sell
46
-397
-90% -$253K 0.02% 409
2024
Q2 		$291K Buy
443
+7
+2% +$4.34K 0.02% 382
2024
Q1 		$283K Hold
436
– – 0.03% 391
2023
Q4 		$272K Buy
436
+31
+8% +$17.1K 0.03% 363
2023
Q3 		$207K Buy
+405
New +$205K 0.02% 383
2022
Q1 		– Sell
-405
Closed -$261K – 424
2021
Q4 		$261K Buy
405
+15
+4% +$9.26K 0.02% 362
2021
Q3 		$210K Buy
+390
New +$210K 0.03% 259

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

Wintrust Investments's INTU Position: Q4 2024 in Review

Wintrust Investments sold out of Intuit (INTU) in Q4 2024, closing a stake of 46 shares — an estimated $29K sold.

Wintrust Investments first reported a position in INTU in Q3 2021 and held it in 7 quarters. The position peaked at $291K in Q2 2024. 2,063 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Wintrust Investments reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 46 Intuit shares in Q4 2024, an estimated $29K.
  • Wintrust Investments first reported a position in Intuit in Q3 2021 and held it in 7 quarters.
  • Wintrust Investments's Intuit position peaked at $291K in Q2 2024.
  • 2,063 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.