WR Wealth Planners’s Intuit INTU Stock Holding History

WR Wealth Planners’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	$591K	Sell	941 -525	-36%	-$335K	0.19%	79
2024 Q3	$910K	Buy	1,466 +50	+4%	+$31.9K	0.25%	63
2024 Q2	$931K	Buy	1,416 +26	+2%	+$16.1K	0.28%	53
2024 Q1	$904K	Buy	1,390 +99	+8%	+$63.2K	0.28%	51
2023 Q4	$807K	Buy	1,291 +137	+12%	+$75.6K	0.3%	57
2023 Q3	$590K	Buy	1,154 +50	+5%	+$25.3K	0.22%	69
2023 Q2	$506K	Buy	1,104 +28	+3%	+$12.3K	0.2%	83
2023 Q1	$480K	Buy	1,076 +429	+66%	+$176K	0.21%	77
2022 Q4	$252K	Buy	647 +10	+2%	+$3.97K	0.16%	100
2022 Q3	$247K	Buy	637 +264	+71%	+$114K	0.17%	95
2022 Q2	$144K	Buy	+373	New	+$154K	0.09%	110

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's INTU Position: Q4 2024 in Review

WR Wealth Planners reduced its Intuit (INTU) stake by 36% in Q4 2024, selling an estimated $335K and leaving 941 shares worth $591K. The position accounts for 0.19% of the portfolio, ranked #79.

WR Wealth Planners first reported a position in INTU in Q2 2022 and has held it in 11 quarters since. The position peaked at $931K in Q2 2024. 2,063 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

WR Wealth Planners held 941 shares of Intuit worth $591K as of Q4 2024.
WR Wealth Planners sold 525 Intuit shares in Q4 2024, an estimated $335K.
Intuit made up 0.19% of WR Wealth Planners's portfolio in Q4 2024, its #79 holding.
WR Wealth Planners first reported a position in Intuit in Q2 2022 and has held it in 11 quarters since.
WR Wealth Planners's Intuit position peaked at $931K in Q2 2024.
2,063 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.