Marathon Wealth Advisors’s Intuit INTU Stock Holding History

Marathon Wealth Advisors’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 Q2	–	Sell	-474	Closed	-$205K	–	77
2026 Q1	$205K	Sell	474 -51	-10%	-$24.3K	0.08%	73
2025 Q4	$347K	Buy	+525	New	+$347K	0.14%	68

Other funds holding INTU

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marathon Wealth Advisors's INTU Position: Q2 2026 in Review

Marathon Wealth Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 474 shares — an estimated $205K sold.

Marathon Wealth Advisors first reported a position in INTU in Q4 2025 and held it in 2 quarters. The position peaked at $347K in Q4 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Marathon Wealth Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Marathon Wealth Advisors sold 474 Intuit shares in Q2 2026, an estimated $205K.
Marathon Wealth Advisors first reported a position in Intuit in Q4 2025 and held it in 2 quarters.
Marathon Wealth Advisors's Intuit position peaked at $347K in Q4 2025.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Marathon Wealth Advisors's 13F filing for Q2 2026, filed 11 Sep 2026.