McAdam LLC’s Intuit INTU Stock Holding History

McAdam LLC’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	$306K	Buy	707 +123	+21%	+$58.7K	0.01%	339
2025 Q4	$387K	Buy	584 +92	+19%	+$60.8K	0.02%	283
2025 Q3	$336K	Buy	492 +147	+43%	+$106K	0.02%	282
2025 Q2	$272K	Buy	+345	New	+$233K	0.01%	306
2025 Q1	–	Sell	-353	Closed	-$222K	–	368
2024 Q4	$222K	Buy	353 +23	+7%	+$14.7K	0.01%	326
2024 Q3	$205K	Buy	+330	New	+$211K	0.01%	314
2018 Q3	–	Sell	-2	Closed	–	–	699
2018 Q2	$0	Sell	2 -8	-80%	-$1.53K	﹤0.01%	721
2018 Q1	$2K	Buy	+10	New	+$1.68K	﹤0.01%	540

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

McAdam LLC's INTU Position: Q1 2026 in Review

McAdam LLC increased its Intuit (INTU) stake by 21% in Q1 2026, buying an estimated $58.7K and bringing the position to 707 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #339.

McAdam LLC first reported a position in INTU in Q1 2018 and has held it in 8 quarters since. The position peaked at $387K in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

McAdam LLC held 707 shares of Intuit worth $306K as of Q1 2026.
McAdam LLC bought 123 Intuit shares in Q1 2026, an estimated $58.7K.
Intuit made up 0.01% of McAdam LLC's portfolio in Q1 2026, its #339 holding.
McAdam LLC first reported a position in Intuit in Q1 2018 and has held it in 8 quarters since.
McAdam LLC's Intuit position peaked at $387K in Q4 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.