Wolf Group Capital Advisors’s Intuit INTU Stock Holding History

Wolf Group 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	$225K	Buy	+367	New	+$220K	0.08%	154

Other funds holding INTU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wolf Group Capital Advisors's INTU Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in Intuit (INTU) in Q1 2025: 367 shares worth $225K. The stake represents 0.08% of the portfolio and ranks #154 among its holdings.

2,029 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

Wolf Group Capital Advisors held 367 shares of Intuit worth $225K as of Q1 2025.
Intuit was a new Wolf Group Capital Advisors position in Q1 2025.
Intuit made up 0.08% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #154 holding.
2,029 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.