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Modera Wealth Management’s Intuit INTU Stock Holding History

Modera 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 		$573K Sell
2,196
-41
-2% -$14.3K 0.01% 436
2026
Q1 		$967K Sell
2,237
-423
-16% -$202K 0.01% 335
2025
Q4 		$1.76M Buy
2,660
+73
+3% +$48.2K 0.02% 276
2025
Q3 		$1.77M Buy
2,587
+20
+0.8% +$14.4K 0.02% 269
2025
Q2 		$2.02M Sell
2,567
-1
-0% -$677 0.03% 258
2025
Q1 		$1.58M Sell
2,568
-197
-7% -$118K 0.02% 270
2024
Q4 		$1.74M Buy
2,765
+71
+3% +$45.4K 0.02% 258
2024
Q3 		$1.67M Buy
2,694
+26
+1% +$16.6K 0.02% 253
2024
Q2 		$1.75M Sell
2,668
-52
-2% -$32.3K 0.03% 239
2024
Q1 		$1.77M Buy
2,720
+41
+2% +$26.2K 0.03% 239
2023
Q4 		$1.67M Buy
2,679
+36
+1% +$19.9K 0.03% 236
2023
Q3 		$1.35M Buy
2,643
+361
+16% +$183K 0.03% 253
2023
Q2 		$1.05M Buy
2,282
+1,106
+94% +$484K 0.02% 288
2023
Q1 		$524K Sell
1,176
-5
-0.4% -$2.05K 0.02% 210
2022
Q4 		$460K Hold
1,181
– – 0.02% 224
2022
Q3 		$457K Buy
1,181
+5
+0.4% +$2.16K 0.02% 194
2022
Q2 		$453K Sell
1,176
-134
-10% -$55.5K 0.02% 201
2022
Q1 		$630K Sell
1,310
-334
-20% -$171K 0.03% 184
2021
Q4 		$1.06M Buy
1,644
+455
+38% +$281K 0.04% 167
2021
Q3 		$641K Buy
1,189
+2
+0.2% +$1.08K 0.03% 134
2021
Q2 		$582K Buy
1,187
+15
+1% +$6.5K 0.03% 140
2021
Q1 		$449K Sell
1,172
-198
-14% -$76.2K 0.03% 144
2020
Q4 		$520K Buy
+1,370
New +$481K 0.04% 131

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

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

Modera Wealth Management reduced its Intuit (INTU) stake by 1.8% in Q2 2026, selling an estimated $14.3K and leaving 2,196 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #436.

Modera Wealth Management first reported a position in INTU in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.02M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Modera Wealth Management held 2,196 shares of Intuit worth $573K as of Q2 2026.
  • Modera Wealth Management sold 41 Intuit shares in Q2 2026, an estimated $14.3K.
  • Intuit made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #436 holding.
  • Modera Wealth Management first reported a position in Intuit in Q4 2020 and has held it in 23 quarters since.
  • Modera Wealth Management's Intuit position peaked at $2.02M in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.