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Moneta Group Investment Advisors’s Intuit INTU Stock Holding History

Moneta Group Investment 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 		$1.18M Buy
2,729
+122
+5% +$58.2K 0.01% 340
2025
Q4 		$1.73M Buy
2,607
+119
+5% +$78.6K 0.01% 281
2025
Q3 		$1.7M Buy
2,488
+94
+4% +$67.8K 0.01% 279
2025
Q2 		$1.89M Buy
2,394
+83
+4% +$56.2K 0.02% 231
2025
Q1 		$1.42M Buy
2,311
+2
+0.1% +$1.2K 0.02% 252
2024
Q4 		$1.45M Sell
2,309
-44
-2% -$28.1K 0.02% 244
2024
Q3 		$1.46M Sell
2,353
-103
-4% -$65.7K 0.02% 240
2024
Q2 		$1.61M Buy
2,456
+181
+8% +$112K 0.03% 211
2024
Q1 		$1.48M Buy
2,275
+277
+14% +$177K 0.02% 220
2023
Q4 		$1.25M Sell
1,998
-11
-0.5% -$6.07K 0.02% 211
2023
Q3 		$1.03M Sell
2,009
-88
-4% -$44.5K 0.02% 220
2023
Q2 		$961K Buy
2,097
+60
+3% +$26.3K 0.02% 227
2023
Q1 		$908K Buy
2,037
+246
+14% +$101K 0.02% 227
2022
Q4 		$757K Buy
1,791
+28
+2% +$11.1K 0.02% 234
2022
Q3 		$683K Sell
1,763
-437
-20% -$189K 0.03% 232
2022
Q2 		$848K Buy
+2,200
New +$911K 0.03% 228
2018
Q2 		– Sell
-170
Closed -$29K – 506
2018
Q1 		$29K Buy
170
+167
+5,567% +$28.1K ﹤0.01% 363
2017
Q4 		$0 Buy
+3
New +$457 ﹤0.01% 507
2015
Q4 		– Sell
-500
Closed -$44K – 275
2015
Q3 		$44K Buy
+500
New +$48.5K 0.01% 245

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

Moneta Group Investment Advisors's INTU Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Intuit (INTU) stake by 4.7% in Q1 2026, buying an estimated $58.2K and bringing the position to 2,729 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #340.

Moneta Group Investment Advisors first reported a position in INTU in Q3 2015 and has held it in 19 quarters since. The position peaked at $1.89M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Moneta Group Investment Advisors held 2,729 shares of Intuit worth $1.18M as of Q1 2026.
  • Moneta Group Investment Advisors bought 122 Intuit shares in Q1 2026, an estimated $58.2K.
  • Intuit made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #340 holding.
  • Moneta Group Investment Advisors first reported a position in Intuit in Q3 2015 and has held it in 19 quarters since.
  • Moneta Group Investment Advisors's Intuit position peaked at $1.89M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.