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World Equity Group’s Intuit INTU Stock Holding History

World Equity Group’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
-398
Closed -$250K – 329
2024
Q4 		$250K Buy
+398
New +$254K 0.05% 304
2024
Q1 		– Sell
-418
Closed -$261K – 340
2023
Q4 		$261K Buy
+418
New +$231K 0.05% 271
2023
Q2 		– Sell
-7,426
Closed -$252K – 428
2023
Q1 		$252K Buy
+7,426
New +$3.05M 0.04% 417

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

World Equity Group's INTU Position: Q1 2025 in Review

World Equity Group sold out of Intuit (INTU) in Q1 2025, closing a stake of 398 shares — an estimated $250K sold.

World Equity Group first reported a position in INTU in Q1 2023 and held it in 3 quarters. The position peaked at $261K in Q4 2023. 2,028 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

  • World Equity Group reported no remaining Intuit position as of Q1 2025 after selling out during the quarter.
  • World Equity Group sold 398 Intuit shares in Q1 2025, an estimated $250K.
  • World Equity Group first reported a position in Intuit in Q1 2023 and held it in 3 quarters.
  • World Equity Group's Intuit position peaked at $261K in Q4 2023.
  • 2,028 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on World Equity Group's 13F filing for Q1 2025, filed 22 Apr 2025.