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WMS Partners’s Intuit INTU Stock Holding History

WMS Partners’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
-558
Closed -$350K – 132
2024
Q4 		$350K Buy
558
+180
+48% +$115K 0.02% 225
2024
Q3 		$235K Buy
378
+3
+0.8% +$1.92K 0.01% 259
2024
Q2 		$246K Sell
375
-56
-13% -$34.7K 0.02% 232
2024
Q1 		$280K Buy
431
+38
+10% +$24.3K 0.02% 220
2023
Q4 		$246K Buy
+393
New +$217K 0.02% 230
2022
Q1 		– Sell
-336
Closed -$216K – 289
2021
Q4 		$216K Buy
+336
New +$207K 0.05% 197
2020
Q1 		– Sell
-771
Closed -$202K – 205
2019
Q4 		$202K Buy
+771
New +$202K 0.05% 212

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

WMS Partners's INTU Position: Q1 2025 in Review

WMS Partners sold out of Intuit (INTU) in Q1 2025, closing a stake of 558 shares — an estimated $350K sold.

WMS Partners first reported a position in INTU in Q4 2019 and held it in 7 quarters. The position peaked at $350K in Q4 2024. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

  • WMS Partners reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 558 Intuit shares in Q1 2025, an estimated $350K.
  • WMS Partners first reported a position in Intuit in Q4 2019 and held it in 7 quarters.
  • WMS Partners's Intuit position peaked at $350K in Q4 2024.
  • 2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.