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Stratos Investment Management’s Intuit INTU Stock Holding History

Stratos Investment 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 		$248K Sell
572
-198
-26% -$94.4K 0.01% 334
2025
Q4 		$510K Sell
770
-377
-33% -$249K 0.02% 237
2025
Q3 		$784K Buy
1,147
+24
+2% +$17.3K 0.03% 194
2025
Q2 		$885K Buy
1,123
+725
+182% +$491K 0.04% 193
2025
Q1 		$245K Buy
398
+22
+6% +$13.2K 0.01% 278
2024
Q4 		$237K Buy
376
+5
+1% +$3.19K 0.01% 243
2024
Q3 		$231K Buy
371
+30
+9% +$19.1K 0.02% 226
2024
Q2 		$224K Buy
341
+32
+10% +$19.8K 0.02% 208
2024
Q1 		$201K Buy
+309
New +$197K 0.02% 203
2022
Q2 		– Sell
-442
Closed -$213K – 158
2022
Q1 		$213K Sell
442
-62
-12% -$31.7K 0.04% 159
2021
Q4 		$324K Sell
504
-393
-44% -$243K 0.05% 150
2021
Q3 		$484K Buy
+897
New +$483K 0.08% 145

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

Stratos Investment Management's INTU Position: Q1 2026 in Review

Stratos Investment Management reduced its Intuit (INTU) stake by 26% in Q1 2026, selling an estimated $94.4K and leaving 572 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #334.

Stratos Investment Management first reported a position in INTU in Q3 2021 and has held it in 12 quarters since. The position peaked at $885K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Stratos Investment Management held 572 shares of Intuit worth $248K as of Q1 2026.
  • Stratos Investment Management sold 198 Intuit shares in Q1 2026, an estimated $94.4K.
  • Intuit made up 0.01% of Stratos Investment Management's portfolio in Q1 2026, its #334 holding.
  • Stratos Investment Management first reported a position in Intuit in Q3 2021 and has held it in 12 quarters since.
  • Stratos Investment Management's Intuit position peaked at $885K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.