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Meridian Wealth Management’s Intuit INTU Stock Holding History

Meridian Wealth 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
Q2 		– Sell
-1,117
Closed -$483K – 850
2026
Q1 		$483K Sell
1,117
-25
-2% -$11.9K 0.02% 527
2025
Q4 		$756K Sell
1,142
-29
-2% -$19.2K 0.03% 400
2025
Q3 		$800K Sell
1,171
-6
-0.5% -$4.33K 0.03% 377
2025
Q2 		$927K Sell
1,177
-12
-1% -$8.12K 0.04% 325
2025
Q1 		$730K Sell
1,189
-24
-2% -$14.4K 0.04% 345
2024
Q4 		$762K Buy
1,213
+51
+4% +$32.6K 0.04% 337
2024
Q3 		$722K Buy
+1,162
New +$742K 0.04% 345
2024
Q2 		– Sell
-1,266
Closed -$823K – 407
2024
Q1 		$823K Buy
1,266
+26
+2% +$16.6K 0.14% 103
2023
Q4 		$775K Sell
1,240
-1,100
-47% -$607K 0.05% 298
2023
Q3 		$1.2M Buy
2,340
+1,020
+77% +$516K 0.07% 213
2023
Q2 		$605K Buy
1,320
+6
+0.5% +$2.63K 0.05% 288
2023
Q1 		$586K Sell
1,314
-64
-5% -$26.3K 0.05% 292
2022
Q4 		$536K Buy
1,378
+564
+69% +$224K 0.05% 296
2022
Q3 		$315K Sell
814
-163
-17% -$70.4K 0.03% 361
2022
Q2 		$377K Buy
+977
New +$405K 0.03% 401

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 $3.38T 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
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

Meridian Wealth Management's INTU Position: Q2 2026 in Review

Meridian Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,117 shares — an estimated $483K sold.

Meridian Wealth Management first reported a position in INTU in Q2 2022 and held it in 15 quarters. The position peaked at $1.2M in Q3 2023. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Meridian Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 1,117 Intuit shares in Q2 2026, an estimated $483K.
  • Meridian Wealth Management first reported a position in Intuit in Q2 2022 and held it in 15 quarters.
  • Meridian Wealth Management's Intuit position peaked at $1.2M in Q3 2023.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.