BOLTON SECURITIES CORPORATION’s Intuit INTU Stock Holding History

BOLTON SECURITIES CORPORATION’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	$8.54M	Buy	+13,916	New	+$8.36M	0.5%	39

Other funds holding INTU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's INTU Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Intuit (INTU) in Q1 2025: 13,916 shares worth $8.54M. The stake represents 0.5% of the portfolio and ranks #39 among its holdings.

2,036 funds tracked by Wall St. Rank hold INTU as of Q1 2025.

BOLTON SECURITIES CORPORATION held 13,916 shares of Intuit worth $8.54M as of Q1 2025.
Intuit was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Intuit made up 0.5% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #39 holding.
2,036 funds tracked by Wall St. Rank held Intuit as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.