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Medallion Wealth Advisors’s Intuit INTU Stock Holding History

Medallion Wealth 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
Q2 		$29.2K Buy
112
+30
+37% +$10.4K 0.01% 570
2026
Q1 		$35.5K Sell
82
-15
-15% -$7.16K 0.01% 541
2025
Q4 		$64.3K Hold
97
– – 0.02% 432
2025
Q3 		$66.2K Hold
97
– – 0.02% 423
2025
Q2 		$75.6K Hold
97
– – 0.03% 390
2025
Q1 		$59.5K Buy
97
+7
+8% +$4.2K 0.03% 392
2024
Q4 		$56.6K Buy
+90
New +$57.5K 0.03% 387

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Medallion Wealth Advisors's INTU Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Intuit (INTU) stake by 37% in Q2 2026, buying an estimated $10.4K and bringing the position to 112 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #570.

Medallion Wealth Advisors first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $75.6K in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Medallion Wealth Advisors held 112 shares of Intuit worth $29.2K as of Q2 2026.
  • Medallion Wealth Advisors bought 30 Intuit shares in Q2 2026, an estimated $10.4K.
  • Intuit made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #570 holding.
  • Medallion Wealth Advisors first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Intuit position peaked at $75.6K in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.