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MorganRosel Wealth Management’s Intuit INTU Stock Holding History

MorganRosel 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 		– Sell
-1,037
Closed -$687K – 113
2025
Q4 		$687K Sell
1,037
-491
-32% -$324K 0.17% 78
2025
Q3 		$1.04M Buy
1,528
+447
+41% +$322K 0.27% 62
2025
Q2 		$851K Buy
1,081
+178
+20% +$120K 0.23% 67
2025
Q1 		$554K Buy
903
+8
+0.9% +$4.8K 0.17% 80
2024
Q4 		$563K Sell
895
-243
-21% -$155K 0.18% 79
2024
Q3 		$707K Sell
1,138
-223
-16% -$142K 0.23% 68
2024
Q2 		$894K Sell
1,361
-169
-11% -$105K 0.32% 58
2024
Q1 		$995K Buy
1,530
+142
+10% +$90.6K 0.35% 56
2023
Q4 		$868K Buy
+1,388
New +$766K 0.34% 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

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

MorganRosel Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 1,037 shares — an estimated $687K sold.

MorganRosel Wealth Management first reported a position in INTU in Q4 2023 and held it in 9 quarters. The position peaked at $1.04M in Q3 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • MorganRosel Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1,037 Intuit shares in Q1 2026, an estimated $687K.
  • MorganRosel Wealth Management first reported a position in Intuit in Q4 2023 and held it in 9 quarters.
  • MorganRosel Wealth Management's Intuit position peaked at $1.04M in Q3 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.