Mason Investment Advisory Services’s Intuit INTU Stock Holding History

Mason Investment Advisory Services’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	-503	Closed	-$217K	–	86
2026 Q1	$217K	Buy	503 +40	+9%	+$19.1K	0.01%	75
2025 Q4	$307K	Hold	463	–	–	0.01%	61
2025 Q3	$316K	Sell	463 -150	-24%	-$108K	0.02%	63
2025 Q2	$483K	Hold	613	–	–	0.03%	48
2025 Q1	$376K	Sell	613 -191	-24%	-$115K	0.02%	51
2024 Q4	$505K	Buy	804 +2	+0.2%	+$1.28K	0.03%	45
2024 Q3	$498K	Buy	802 +1	+0.1%	+$638	0.03%	45
2024 Q2	$527K	Buy	801 +1	+0.1%	+$620	0.03%	39
2024 Q1	$520K	Hold	800	–	–	0.04%	36
2023 Q4	$500K	Hold	800	–	–	0.04%	36
2023 Q3	$409K	Sell	800 -7	-0.9%	-$3.54K	0.04%	37
2023 Q2	$370K	Hold	807	–	–	0.03%	40
2023 Q1	$360K	Sell	807 -5	-0.6%	-$2.05K	0.03%	40
2022 Q4	$316K	Buy	812 +3	+0.4%	+$1.19K	0.03%	65
2022 Q3	$313K	Buy	809 +4	+0.5%	+$1.73K	0.04%	59
2022 Q2	$310K	Buy	805 +5	+0.6%	+$2.07K	0.03%	59
2022 Q1	$385K	Hold	800	–	–	0.03%	75
2021 Q4	$515K	Hold	800	–	–	0.04%	70
2021 Q3	$432K	Hold	800	–	–	0.04%	69
2021 Q2	$392K	Hold	800	–	–	0.04%	72
2021 Q1	$306K	Hold	800	–	–	0.03%	74
2020 Q4	$304K	Hold	800	–	–	0.04%	74
2020 Q3	$261K	Hold	800	–	–	0.04%	73
2020 Q2	$237K	Buy	+800	New	+$219K	0.04%	74
2020 Q1	–	Sell	-800	Closed	-$210K	–	87
2019 Q4	$210K	Hold	800	–	–	0.03%	90
2019 Q3	$213K	Hold	800	–	–	0.03%	84
2019 Q2	$209K	Hold	800	–	–	0.03%	82
2019 Q1	$209K	Buy	+800	New	+$185K	0.06%	78

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 $3.37T AUM 44.26% 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

Mason Investment Advisory Services's INTU Position: Q2 2026 in Review

Mason Investment Advisory Services sold out of Intuit (INTU) in Q2 2026, closing a stake of 503 shares — an estimated $217K sold.

Mason Investment Advisory Services first reported a position in INTU in Q1 2019 and held it in 28 quarters. The position peaked at $527K in Q2 2024. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Mason Investment Advisory Services reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Mason Investment Advisory Services sold 503 Intuit shares in Q2 2026, an estimated $217K.
Mason Investment Advisory Services first reported a position in Intuit in Q1 2019 and held it in 28 quarters.
Mason Investment Advisory Services's Intuit position peaked at $527K in Q2 2024.
1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.