Matrix Asset Advisors’s Intuit INTU Stock Holding History

Matrix Asset 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 Q3	–	Sell	-10,770	Closed	-$2.81M	–	104
2026 Q2	$2.81M	Buy	10,770 +7,077	+192%	+$2.47M	0.23%	54
2026 Q1	$1.6M	Buy	3,693 +3,243	+721%	+$1.55M	0.15%	56
2025 Q4	$298K	Sell	450 -1	-0.2%	-$661	0.03%	93
2025 Q3	$308K	Buy	451 +1	+0.2%	+$721	0.03%	93
2025 Q2	$354K	Hold	450	–	–	0.04%	78
2025 Q1	$276K	Sell	450 -250	-36%	-$150K	0.03%	85
2024 Q4	$440K	Buy	700 +250	+56%	+$160K	0.05%	76
2024 Q3	$279K	Hold	450	–	–	0.03%	86
2024 Q2	$296K	Hold	450	–	–	0.04%	79
2024 Q1	$292K	Hold	450	–	–	0.04%	78
2023 Q4	$281K	Hold	450	–	–	0.04%	81
2023 Q3	$230K	Hold	450	–	–	0.03%	83
2023 Q2	$206K	Hold	450	–	–	0.03%	92
2023 Q1	$201K	Buy	+450	New	+$185K	0.03%	88

Other funds holding INTU

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Matrix Asset Advisors's INTU Position: Q3 2026 in Review

Matrix Asset Advisors sold out of Intuit (INTU) in Q3 2026, closing a stake of 10,770 shares — an estimated $2.81M sold.

Matrix Asset Advisors first reported a position in INTU in Q1 2023 and held it in 14 quarters. The position peaked at $2.81M in Q2 2026. 1,475 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Matrix Asset Advisors reported no remaining Intuit position as of Q3 2026 after selling out during the quarter.
Matrix Asset Advisors sold 10,770 Intuit shares in Q3 2026, an estimated $2.81M.
Matrix Asset Advisors first reported a position in Intuit in Q1 2023 and held it in 14 quarters.
Matrix Asset Advisors's Intuit position peaked at $2.81M in Q2 2026.
1,475 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Matrix Asset Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.