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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mason Investment Advisory Services's INTU Position: Q1 2026 in Review

Mason Investment Advisory Services increased its Intuit (INTU) stake by 8.6% in Q1 2026, buying an estimated $19.1K and bringing the position to 503 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #75.

Mason Investment Advisory Services first reported a position in INTU in Q1 2019 and has held it in 28 quarters since. The position peaked at $527K in Q2 2024. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Mason Investment Advisory Services held 503 shares of Intuit worth $217K as of Q1 2026.
Mason Investment Advisory Services bought 40 Intuit shares in Q1 2026, an estimated $19.1K.
Intuit made up 0.01% of Mason Investment Advisory Services's portfolio in Q1 2026, its #75 holding.
Mason Investment Advisory Services first reported a position in Intuit in Q1 2019 and has held it in 28 quarters since.
Mason Investment Advisory Services's Intuit position peaked at $527K in Q2 2024.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.