ZF
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Zega Financial’s Intuit INTU Stock Holding History

Zega 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
2024
Q3 		$950K Buy
1,529
+9
+0.6% +$5.75K 0.14% 51
2024
Q2 		$999K Buy
1,520
+424
+39% +$263K 0.18% 46
2024
Q1 		$712K Buy
+1,096
New +$700K 0.24% 53

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Zega Financial's INTU Position: Q3 2024 in Review

Zega Financial increased its Intuit (INTU) stake by 0.59% in Q3 2024, buying an estimated $5.75K and bringing the position to 1,529 shares worth $950K. The position accounts for 0.14% of the portfolio, ranked #51.

Zega Financial first reported a position in INTU in Q1 2024 and has held it in 3 quarters since. The position peaked at $999K in Q2 2024. 1,964 funds tracked by Wall St. Rank hold INTU as of Q3 2024.

  • Zega Financial held 1,529 shares of Intuit worth $950K as of Q3 2024.
  • Zega Financial bought 9 Intuit shares in Q3 2024, an estimated $5.75K.
  • Intuit made up 0.14% of Zega Financial's portfolio in Q3 2024, its #51 holding.
  • Zega Financial first reported a position in Intuit in Q1 2024 and has held it in 3 quarters since.
  • Zega Financial's Intuit position peaked at $999K in Q2 2024.
  • 1,964 funds tracked by Wall St. Rank held Intuit as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.