MWM
INTU icon

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
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 $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

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

Modera Wealth Management reduced its Intuit (INTU) stake by 16% in Q1 2026, selling an estimated $202K and leaving 2,237 shares worth $967K. The position accounts for 0.01% of the portfolio, ranked #335.

Modera Wealth Management first reported a position in INTU in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.02M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Modera Wealth Management held 2,237 shares of Intuit worth $967K as of Q1 2026.
  • Modera Wealth Management sold 423 Intuit shares in Q1 2026, an estimated $202K.
  • Intuit made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #335 holding.
  • Modera Wealth Management first reported a position in Intuit in Q4 2020 and has held it in 22 quarters since.
  • Modera Wealth Management's Intuit position peaked at $2.02M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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