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Morey & Quinn Wealth Partners’s Intuit INTU Stock Holding History

Morey & Quinn Wealth Partners’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 		– Sell
-352
Closed -$233K – 138
2025
Q4 		$233K Hold
352
– – 0.17% 121
2025
Q3 		$240K Hold
352
– – 0.18% 118
2025
Q2 		$277K Buy
352
+23
+7% +$15.6K 0.22% 107
2025
Q1 		$202K Buy
+329
New +$198K 0.17% 122

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

Morey & Quinn Wealth Partners's INTU Position: Q1 2026 in Review

Morey & Quinn Wealth Partners sold out of Intuit (INTU) in Q1 2026, closing a stake of 352 shares — an estimated $233K sold.

Morey & Quinn Wealth Partners first reported a position in INTU in Q1 2025 and held it in 4 quarters. The position peaked at $277K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Morey & Quinn Wealth Partners reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Morey & Quinn Wealth Partners sold 352 Intuit shares in Q1 2026, an estimated $233K.
  • Morey & Quinn Wealth Partners first reported a position in Intuit in Q1 2025 and held it in 4 quarters.
  • Morey & Quinn Wealth Partners's Intuit position peaked at $277K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.