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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
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 $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

Medallion Wealth Advisors's INTU Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Intuit (INTU) stake by 15% in Q1 2026, selling an estimated $7.16K and leaving 82 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #541.

Medallion Wealth Advisors first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $75.6K in Q2 2025. 2,003 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Medallion Wealth Advisors held 82 shares of Intuit worth $35.5K as of Q1 2026.
  • Medallion Wealth Advisors sold 15 Intuit shares in Q1 2026, an estimated $7.16K.
  • Intuit made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #541 holding.
  • Medallion Wealth Advisors first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Intuit position peaked at $75.6K in Q2 2025.
  • 2,003 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.