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XML Financial’s Intuit INTU Stock Holding History

XML Financial’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
2026
Q1 		– Sell
-341
Closed -$226K – 443
2025
Q4 		$226K Sell
341
-17
-5% -$11.2K 0.02% 390
2025
Q3 		$245K Hold
358
– – 0.02% 347
2025
Q2 		$282K Sell
358
-2
-0.6% -$1.35K 0.02% 311
2025
Q1 		$221K Sell
360
-35
-9% -$21K 0.02% 327
2024
Q4 		$248K Buy
395
+66
+20% +$42.2K 0.02% 312
2024
Q3 		$204K Sell
329
-262
-44% -$167K 0.02% 327
2024
Q2 		$388K Buy
591
+20
+4% +$12.4K 0.04% 245
2024
Q1 		$371K Buy
571
+1
+0.2% +$638 0.04% 252
2023
Q4 		$356K Buy
570
+50
+10% +$27.6K 0.04% 249
2023
Q3 		$266K Hold
520
– – 0.03% 274
2023
Q2 		$238K Hold
520
– – 0.03% 299
2023
Q1 		$232K Hold
520
– – 0.03% 298
2022
Q4 		$202K Hold
520
– – 0.03% 308
2022
Q3 		$201K Buy
+520
New +$225K 0.03% 289

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return