MWM
INTU icon

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
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 $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

Meridian Wealth Management's INTU Position: Q1 2026 in Review

Meridian Wealth Management reduced its Intuit (INTU) stake by 2.2% in Q1 2026, selling an estimated $11.9K and leaving 1,117 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #527.

Meridian Wealth Management first reported a position in INTU in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.2M in Q3 2023. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Meridian Wealth Management held 1,117 shares of Intuit worth $483K as of Q1 2026.
  • Meridian Wealth Management sold 25 Intuit shares in Q1 2026, an estimated $11.9K.
  • Intuit made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #527 holding.
  • Meridian Wealth Management first reported a position in Intuit in Q2 2022 and has held it in 15 quarters since.
  • Meridian Wealth Management's Intuit position peaked at $1.2M in Q3 2023.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.