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McClarren Financial Advisors’s Intuit INTU Stock Holding History

McClarren Financial 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
Q1 		– Sell
-662
Closed -$298K – 81
2025
Q4 		$298K Buy
662
+213
+47% +$141K 0.18% 65
2025
Q3 		$307K Sell
449
-1
-0.2% -$721 0.19% 64
2025
Q2 		$354K Buy
+450
New +$305K 0.23% 55
2025
Q1 		– Sell
-449
Closed -$282K – 323
2024
Q4 		$282K Buy
+449
New +$287K 0.79% 21
2024
Q3 		– Sell
-657
Closed -$295K – 293
2024
Q2 		$295K Buy
657
+205
+45% +$127K 0.21% 58
2024
Q1 		$294K Buy
452
+1
+0.2% +$638 0.21% 58
2023
Q4 		$282K Buy
451
+1
+0.2% +$552 0.21% 58
2023
Q3 		$230K Buy
450
+1
+0.2% +$506 0.2% 59
2023
Q2 		$205K Sell
449
-1
-0.2% -$438 0.17% 65
2023
Q1 		$200K Buy
450
+1
+0.2% +$411 0.18% 64
2022
Q4 		$175K Sell
449
-1
-0.2% -$397 0.17% 70
2022
Q3 		$174K Buy
+450
New +$194K 0.17% 66
2022
Q2 		– Sell
-450
Closed -$216K – 140
2022
Q1 		$216K Hold
450
– – 0.16% 59
2021
Q4 		$290K Buy
+450
New +$278K 0.2% 51

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

McClarren Financial Advisors's INTU Position: Q1 2026 in Review

McClarren Financial Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 662 shares — an estimated $298K sold.

McClarren Financial Advisors first reported a position in INTU in Q4 2021 and held it in 14 quarters. The position peaked at $354K in Q2 2025. 2,020 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • McClarren Financial Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • McClarren Financial Advisors sold 662 Intuit shares in Q1 2026, an estimated $298K.
  • McClarren Financial Advisors first reported a position in Intuit in Q4 2021 and held it in 14 quarters.
  • McClarren Financial Advisors's Intuit position peaked at $354K in Q2 2025.
  • 2,020 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on McClarren Financial Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.