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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
Q2 		$703K Sell
2,692
-37
-1% -$12.9K 0.01% 474
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 $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 $3.37T AUM 44.26% 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

Moneta Group Investment Advisors's INTU Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Intuit (INTU) stake by 1.4% in Q2 2026, selling an estimated $12.9K and leaving 2,692 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #474.

Moneta Group Investment Advisors first reported a position in INTU in Q3 2015 and has held it in 20 quarters since. The position peaked at $1.89M in Q2 2025. 1,748 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Moneta Group Investment Advisors held 2,692 shares of Intuit worth $703K as of Q2 2026.
  • Moneta Group Investment Advisors sold 37 Intuit shares in Q2 2026, an estimated $12.9K.
  • Intuit made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #474 holding.
  • Moneta Group Investment Advisors first reported a position in Intuit in Q3 2015 and has held it in 20 quarters since.
  • Moneta Group Investment Advisors's Intuit position peaked at $1.89M in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.