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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
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
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

Moran Wealth Management's INTU Position: Q1 2026 in Review

Moran Wealth Management increased its Intuit (INTU) stake by 4.2% in Q1 2026, buying an estimated $698K and bringing the position to 36,256 shares worth $15.7M. The position accounts for 0.48% of the portfolio, ranked #60.

Moran Wealth Management first reported a position in INTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $29.5M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Moran Wealth Management held 36,256 shares of Intuit worth $15.7M as of Q1 2026.
  • Moran Wealth Management bought 1,463 Intuit shares in Q1 2026, an estimated $698K.
  • Intuit made up 0.48% of Moran Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Moran Wealth Management first reported a position in Intuit in Q4 2022 and has held it in 14 quarters since.
  • Moran Wealth Management's Intuit position peaked at $29.5M in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.