MA
INTU icon

MONECO Advisors’s Intuit INTU Stock Holding History

MONECO 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 		$372K Sell
861
-83
-9% -$39.6K 0.03% 368
2025
Q4 		$626K Sell
944
-31
-3% -$20.5K 0.05% 268
2025
Q3 		$666K Sell
975
-102
-9% -$73.5K 0.06% 255
2025
Q2 		$848K Buy
1,077
+18
+2% +$12.2K 0.08% 211
2025
Q1 		$650K Sell
1,059
-172
-14% -$103K 0.07% 234
2024
Q4 		$773K Buy
1,231
+115
+10% +$73.5K 0.08% 207
2024
Q3 		$693K Buy
1,116
+7
+0.6% +$4.47K 0.09% 199
2024
Q2 		$729K Buy
1,109
+285
+35% +$177K 0.11% 184
2024
Q1 		$535K Sell
824
-150
-15% -$95.7K 0.09% 228
2023
Q4 		$609K Sell
974
-1
-0.1% -$552 0.12% 189
2023
Q3 		$498K Buy
975
+6
+0.6% +$3.04K 0.14% 179
2023
Q2 		$444K Buy
969
+12
+1% +$5.25K 0.12% 189
2023
Q1 		$427K Buy
957
+97
+11% +$39.8K 0.13% 187
2022
Q4 		$335K Buy
860
+1
+0.1% +$397 0.12% 185
2022
Q3 		$333K Sell
859
-2
-0.2% -$864 0.13% 163
2022
Q2 		$332K Sell
861
-4
-0.5% -$1.66K 0.13% 166
2022
Q1 		$416K Sell
865
-12
-1% -$6.14K 0.15% 138
2021
Q4 		$470K Sell
877
-61
-7% -$37.7K 0.18% 130
2021
Q3 		$506K Buy
938
+213
+29% +$115K 0.2% 116
2021
Q2 		$355K Hold
725
– – 0.16% 137
2021
Q1 		$278K Sell
725
-101
-12% -$38.9K 0.14% 153
2020
Q4 		$301K Buy
826
+116
+16% +$40.7K 0.17% 132
2020
Q3 		$232K Buy
+710
New +$222K 0.15% 130

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

MONECO Advisors's INTU Position: Q1 2026 in Review

MONECO Advisors reduced its Intuit (INTU) stake by 8.8% in Q1 2026, selling an estimated $39.6K and leaving 861 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #368.

MONECO Advisors first reported a position in INTU in Q3 2020 and has held it in 23 quarters since. The position peaked at $848K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • MONECO Advisors held 861 shares of Intuit worth $372K as of Q1 2026.
  • MONECO Advisors sold 83 Intuit shares in Q1 2026, an estimated $39.6K.
  • Intuit made up 0.03% of MONECO Advisors's portfolio in Q1 2026, its #368 holding.
  • MONECO Advisors first reported a position in Intuit in Q3 2020 and has held it in 23 quarters since.
  • MONECO Advisors's Intuit position peaked at $848K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.