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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
Q2 		$257K Buy
982
+410
+72% +$143K 0.01% 345
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stratos Investment Management's INTU Position: Q2 2026 in Review

Stratos Investment Management increased its Intuit (INTU) stake by 72% in Q2 2026, buying an estimated $143K and bringing the position to 982 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #345.

Stratos Investment Management first reported a position in INTU in Q3 2021 and has held it in 13 quarters since. The position peaked at $885K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Stratos Investment Management held 982 shares of Intuit worth $257K as of Q2 2026.
  • Stratos Investment Management bought 410 Intuit shares in Q2 2026, an estimated $143K.
  • Intuit made up 0.01% of Stratos Investment Management's portfolio in Q2 2026, its #345 holding.
  • Stratos Investment Management first reported a position in Intuit in Q3 2021 and has held it in 13 quarters since.
  • Stratos Investment Management's Intuit position peaked at $885K in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.