Moran Wealth Management’s Intuit INTU Stock Holding History

Moran Wealth Management’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	–	Sell	-36,256	Closed	-$15.7M	–	526
2026 Q1	$15.7M	Buy	36,256 +1,463	+4%	+$698K	0.48%	60
2025 Q4	$23M	Sell	34,793 -1,086	-3%	-$718K	0.71%	29
2025 Q3	$24.5M	Sell	35,879 -1,581	-4%	-$1.14M	0.74%	27
2025 Q2	$29.5M	Sell	37,460 -963	-3%	-$652K	0.91%	20
2025 Q1	$23.6M	Sell	38,423 -631	-2%	-$379K	0.79%	23
2024 Q4	$24.5M	Sell	39,054 -33	-0.1%	-$21.1K	0.78%	28
2024 Q3	$24.3M	Buy	39,087 +290	+0.7%	+$185K	0.75%	33
2024 Q2	$25.5M	Sell	38,797 -111	-0.3%	-$68.9K	0.84%	23
2024 Q1	$25.3M	Sell	38,908 -347	-0.9%	-$222K	0.82%	22
2023 Q4	$24.5M	Sell	39,255 -131	-0.3%	-$72.3K	0.87%	21
2023 Q3	$20.1M	Sell	39,386 -117	-0.3%	-$59.2K	0.78%	35
2023 Q2	$18.1M	Sell	39,503 -752	-2%	-$329K	0.68%	50
2023 Q1	$17.9M	Buy	40,255 +1,977	+5%	+$812K	0.68%	46
2022 Q4	$14.9M	Buy	+38,278	New	+$15.2M	0.57%	56

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Moran Wealth Management's INTU Position: Q2 2026 in Review

Moran Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 36,256 shares — an estimated $15.7M sold.

Moran Wealth Management first reported a position in INTU in Q4 2022 and held it in 14 quarters. The position peaked at $29.5M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Moran Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Moran Wealth Management sold 36,256 Intuit shares in Q2 2026, an estimated $15.7M.
Moran Wealth Management first reported a position in Intuit in Q4 2022 and held it in 14 quarters.
Moran Wealth Management's Intuit position peaked at $29.5M in Q2 2025.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.