MAM
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McLean Asset Management’s Intuit INTU Stock Holding History

McLean Asset Management’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
-515
Closed -$292K – 171
2025
Q4 		$292K Buy
515
+4
+0.8% +$2.64K 0.05% 133
2025
Q3 		$342K Sell
511
-11
-2% -$7.93K 0.07% 118
2025
Q2 		$404K Buy
522
+24
+5% +$16.2K 0.11% 96
2025
Q1 		$271K Sell
498
-2
-0.4% -$1.2K 0.09% 121
2024
Q4 		$314K Buy
500
+10
+2% +$6.39K 0.09% 110
2024
Q3 		$299K Buy
490
+4
+0.8% +$2.55K 0.09% 108
2024
Q2 		$307K Buy
486
+11
+2% +$6.82K 0.1% 103
2024
Q1 		$306K Buy
475
+2
+0.4% +$1.28K 0.1% 103
2023
Q4 		$278K Buy
473
+1
+0.2% +$552 0.1% 105
2023
Q3 		$255K Buy
472
+1
+0.2% +$506 0.1% 105
2023
Q2 		$216K Sell
471
-1
-0.2% -$438 0.08% 120
2023
Q1 		$211K Buy
+472
New +$194K 0.09% 121
2022
Q2 		– Sell
-485
Closed -$233K – 136
2022
Q1 		$233K Buy
485
+11
+2% +$5.63K 0.17% 110
2021
Q4 		$274K Sell
474
-59
-11% -$36.4K 0.11% 101
2021
Q3 		$325K Buy
533
+8
+2% +$4.31K 0.12% 87
2021
Q2 		$263K Buy
525
+9
+2% +$3.9K 0.12% 88
2021
Q1 		$215K Sell
516
-24
-4% -$9.24K 0.17% 97
2020
Q4 		$205K Buy
+540
New +$190K 0.18% 90

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

McLean Asset Management's INTU Position: Q1 2026 in Review

McLean Asset Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 515 shares — an estimated $292K sold.

McLean Asset Management first reported a position in INTU in Q4 2020 and held it in 18 quarters. The position peaked at $404K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • McLean Asset Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • McLean Asset Management sold 515 Intuit shares in Q1 2026, an estimated $292K.
  • McLean Asset Management first reported a position in Intuit in Q4 2020 and held it in 18 quarters.
  • McLean Asset Management's Intuit position peaked at $404K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.