Monetary Management Group’s Intuit INTU Stock Holding History

Monetary Management Group’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	$545K	Buy	1,260 +610	+94%	+$291K	0.13%	138
2025 Q4	$431K	Hold	650	–	–	0.1%	156
2025 Q3	$444K	Buy	+650	New	+$469K	0.1%	153
2025 Q1	–	Sell	-1,900	Closed	-$1.19M	–	327
2024 Q4	$1.19M	Buy	1,900 +20	+1%	+$12.8K	0.31%	76
2024 Q3	$1.17M	Hold	1,880	–	–	0.3%	77
2024 Q2	$1.24M	Hold	1,880	–	–	0.33%	67
2024 Q1	$1.22M	Buy	1,880 +80	+4%	+$51.1K	0.34%	70
2023 Q4	$1.13M	Hold	1,800	–	–	0.35%	72
2023 Q3	$920K	Hold	1,800	–	–	0.31%	80
2023 Q2	$825K	Buy	1,800 +75	+4%	+$32.8K	0.25%	90
2023 Q1	$769K	Hold	1,725	–	–	0.23%	96
2022 Q4	$671K	Hold	1,725	–	–	0.21%	108
2022 Q3	$668K	Hold	1,725	–	–	0.22%	102
2022 Q2	$665K	Hold	1,725	–	–	0.21%	101
2022 Q1	$829K	Hold	1,725	–	–	0.22%	92
2021 Q4	$1.11M	Hold	1,725	–	–	0.27%	82
2021 Q3	$931K	Hold	1,725	–	–	0.26%	90
2021 Q2	$846K	Hold	1,725	–	–	0.26%	83
2021 Q1	$661K	Buy	+1,725	New	+$664K	0.21%	103

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Monetary Management Group's INTU Position: Q1 2026 in Review

Monetary Management Group increased its Intuit (INTU) stake by 94% in Q1 2026, buying an estimated $291K and bringing the position to 1,260 shares worth $545K. The position accounts for 0.13% of the portfolio, ranked #138.

Monetary Management Group first reported a position in INTU in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.24M in Q2 2024. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Monetary Management Group held 1,260 shares of Intuit worth $545K as of Q1 2026.
Monetary Management Group bought 610 Intuit shares in Q1 2026, an estimated $291K.
Intuit made up 0.13% of Monetary Management Group's portfolio in Q1 2026, its #138 holding.
Monetary Management Group first reported a position in Intuit in Q1 2021 and has held it in 19 quarters since.
Monetary Management Group's Intuit position peaked at $1.24M in Q2 2024.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.