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Marino Stram & Associates’s Intuit INTU Stock Holding History

Marino Stram & Associates’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
-351
Closed -$233K – 190
2025
Q4 		$233K Hold
351
– – 0.04% 170
2025
Q3 		$239K Buy
351
+1
+0.3% +$721 0.04% 172
2025
Q2 		$276K Hold
350
– – 0.06% 151
2025
Q1 		$215K Sell
350
-14
-4% -$8.41K 0.05% 158
2024
Q4 		$229K Hold
364
– – 0.05% 157
2024
Q3 		$226K Buy
364
+1
+0.3% +$638 0.05% 160
2024
Q2 		$239K Hold
363
– – 0.06% 146
2024
Q1 		$236K Buy
363
+1
+0.3% +$638 0.06% 156
2023
Q4 		$226K Buy
+362
New +$200K 0.06% 153
2022
Q1 		– Sell
-354
Closed -$228K – 146
2021
Q4 		$228K Sell
354
-300
-46% -$185K 0.07% 137
2021
Q3 		$353K Buy
+654
New +$352K 0.12% 112
2021
Q2 		– Sell
-652
Closed -$250K – 272
2021
Q1 		$250K Buy
652
+1
+0.2% +$385 0.1% 118
2020
Q4 		$247K Buy
651
+1
+0.2% +$351 0.11% 111
2020
Q3 		$212K Buy
+650
New +$203K 0.11% 105
2019
Q2 		– Sell
-628
Closed -$164K – 315
2019
Q1 		$164K Buy
628
+2
+0.3% +$462 0.12% 84
2018
Q4 		$123K Buy
626
+1
+0.2% +$208 0.11% 92
2018
Q3 		$142K Buy
625
+1
+0.2% +$215 0.11% 97
2018
Q2 		$127K Buy
624
+2
+0.3% +$384 0.11% 104
2018
Q1 		$108K Buy
622
+1
+0.2% +$168 0.1% 117
2017
Q4 		$98K Buy
+621
New +$94.6K 0.09% 117

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

Marino Stram & Associates's INTU Position: Q1 2026 in Review

Marino Stram & Associates sold out of Intuit (INTU) in Q1 2026, closing a stake of 351 shares — an estimated $233K sold.

Marino Stram & Associates first reported a position in INTU in Q4 2017 and held it in 20 quarters. The position peaked at $353K in Q3 2021. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Marino Stram & Associates reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Marino Stram & Associates sold 351 Intuit shares in Q1 2026, an estimated $233K.
  • Marino Stram & Associates first reported a position in Intuit in Q4 2017 and held it in 20 quarters.
  • Marino Stram & Associates's Intuit position peaked at $353K in Q3 2021.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.