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Marietta Wealth Management’s Intuit INTU Stock Holding History

Marietta Wealth Management’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 		$5.11M Buy
19,592
+3,415
+21% +$1.19M 0.53% 70
2026
Q1 		$6.99M Buy
16,177
+2,665
+20% +$1.27M 0.83% 55
2025
Q4 		$8.95M Buy
13,512
+505
+4% +$334K 1.04% 35
2025
Q3 		$8.88M Buy
13,007
+260
+2% +$187K 1.09% 32
2025
Q2 		$10M Buy
12,747
+188
+1% +$127K 1.31% 27
2025
Q1 		$7.71M Buy
12,559
+602
+5% +$362K 1.13% 33
2024
Q4 		$7.51M Buy
11,957
+263
+2% +$168K 1.08% 32
2024
Q3 		$7.26M Buy
11,694
+362
+3% +$231K 1.06% 36
2024
Q2 		$7.45M Sell
11,332
-152
-1% -$94.3K 1.16% 30
2024
Q1 		$7.46M Sell
11,484
-758
-6% -$484K 1.23% 26
2023
Q4 		$7.65M Sell
12,242
-304
-2% -$168K 1.36% 23
2023
Q3 		$6.41M Sell
12,546
-17
-0.1% -$8.6K 1.27% 27
2023
Q2 		$5.76M Buy
12,563
+301
+2% +$132K 1.08% 38
2023
Q1 		$5.47M Buy
12,262
+17
+0.1% +$6.98K 1.16% 36
2022
Q4 		$4.77M Buy
12,245
+2,513
+26% +$997K 1.08% 47
2022
Q3 		$3.77M Buy
9,732
+3,239
+50% +$1.4M 0.94% 48
2022
Q2 		$2.5M Buy
+6,493
New +$2.69M 0.61% 66

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marietta Wealth Management's INTU Position: Q2 2026 in Review

Marietta Wealth Management increased its Intuit (INTU) stake by 21% in Q2 2026, buying an estimated $1.19M and bringing the position to 19,592 shares worth $5.11M. The position accounts for 0.53% of the portfolio, ranked #70.

Marietta Wealth Management first reported a position in INTU in Q2 2022 and has held it in 17 quarters since. The position peaked at $10M in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Marietta Wealth Management held 19,592 shares of Intuit worth $5.11M as of Q2 2026.
  • Marietta Wealth Management bought 3,415 Intuit shares in Q2 2026, an estimated $1.19M.
  • Intuit made up 0.53% of Marietta Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Marietta Wealth Management first reported a position in Intuit in Q2 2022 and has held it in 17 quarters since.
  • Marietta Wealth Management's Intuit position peaked at $10M in Q2 2025.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.