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M3 Advisory Group’s Intuit INTU Stock Holding History

M3 Advisory 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
2026
Q1 		– Sell
-545
Closed -$361K – 154
2025
Q4 		$361K Sell
545
-102
-16% -$67.4K 0.22% 78
2025
Q3 		$442K Sell
647
-2
-0.3% -$1.44K 0.28% 67
2025
Q2 		$511K Sell
649
-48
-7% -$32.5K 0.35% 56
2025
Q1 		$428K Sell
697
-179
-20% -$107K 0.34% 64
2024
Q4 		$551K Buy
876
+4
+0.5% +$2.56K 0.39% 56
2024
Q3 		$541K Buy
872
+117
+15% +$74.7K 0.4% 55
2024
Q2 		$496K Buy
755
+113
+18% +$70.1K 0.41% 56
2024
Q1 		$417K Buy
642
+202
+46% +$129K 0.38% 62
2023
Q4 		$275K Buy
+440
New +$243K 0.32% 74

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

M3 Advisory Group's INTU Position: Q1 2026 in Review

M3 Advisory Group sold out of Intuit (INTU) in Q1 2026, closing a stake of 545 shares — an estimated $361K sold.

M3 Advisory Group first reported a position in INTU in Q4 2023 and held it in 9 quarters. The position peaked at $551K in Q4 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • M3 Advisory Group reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • M3 Advisory Group sold 545 Intuit shares in Q1 2026, an estimated $361K.
  • M3 Advisory Group first reported a position in Intuit in Q4 2023 and held it in 9 quarters.
  • M3 Advisory Group's Intuit position peaked at $551K in Q4 2024.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.