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Monograph Wealth Advisors’s Intuit INTU Stock Holding History

Monograph Wealth 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 		$1.41M Hold
5,414
– – 0.12% 54
2026
Q1 		$2.34M Hold
5,414
– – 0.22% 38
2025
Q4 		$3.59M Hold
5,414
– – 0.35% 34
2025
Q3 		$3.7M Sell
5,414
-1,108
-17% -$799K 0.37% 33
2025
Q2 		$5.14M Buy
6,522
+8
+0.1% +$5.41K 0.63% 22
2025
Q1 		$4M Sell
6,514
-30
-0.5% -$18K 0.54% 23
2024
Q4 		$4.11M Buy
6,544
+30
+0.5% +$19.2K 0.54% 27
2024
Q3 		$4.05M Hold
6,514
– – 0.53% 23
2024
Q2 		$4.28M Hold
6,514
– – 0.63% 22
2024
Q1 		$4.23M Sell
6,514
-1,040
-14% -$664K 0.62% 22
2023
Q4 		$4.72M Sell
7,554
-57
-0.7% -$31.4K 0.85% 17
2023
Q3 		$3.89M Hold
7,611
– – 0.77% 16
2023
Q2 		$3.49M Hold
7,611
– – 0.75% 18
2023
Q1 		$3.39M Buy
7,611
+2,295
+43% +$942K 0.8% 14
2022
Q4 		$2.07M Buy
5,316
+9
+0.2% +$3.57K 0.55% 16
2022
Q3 		$2.06M Sell
5,307
-2,304
-30% -$995K 0.67% 16
2022
Q2 		$2.93M Sell
7,611
-40
-0.5% -$16.6K 0.85% 13
2022
Q1 		$3.68M Hold
7,651
– – 0.93% 11
2021
Q4 		$4.92M Buy
+7,651
New +$4.72M 1.24% 12

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

Monograph Wealth Advisors's INTU Position: Q2 2026 in Review

Monograph Wealth Advisors held its Intuit (INTU) position steady in Q2 2026 at 5,414 shares worth $1.41M. The position accounts for 0.12% of the portfolio, ranked #54.

Monograph Wealth Advisors first reported a position in INTU in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.14M in Q2 2025. 1,739 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Monograph Wealth Advisors held 5,414 shares of Intuit worth $1.41M as of Q2 2026.
  • Monograph Wealth Advisors left its Intuit share count unchanged in Q2 2026.
  • Intuit made up 0.12% of Monograph Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Monograph Wealth Advisors first reported a position in Intuit in Q4 2021 and has held it in 19 quarters since.
  • Monograph Wealth Advisors's Intuit position peaked at $5.14M in Q2 2025.
  • 1,739 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.