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Stratos Wealth Advisors’s Intuit INTU Stock Holding History

Stratos Wealth Advisors’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 		$472K Sell
1,092
-69
-6% -$32.9K 0.03% 397
2025
Q4 		$769K Sell
1,161
-12
-1% -$7.93K 0.04% 351
2025
Q3 		$801K Buy
1,173
+2
+0.2% +$1.44K 0.04% 362
2025
Q2 		$923K Sell
1,171
-8
-0.7% -$5.41K 0.05% 324
2025
Q1 		$724K Sell
1,179
-1,062
-47% -$638K 0.04% 365
2024
Q4 		$1.41M Buy
2,241
+121
+6% +$77.3K 0.07% 280
2024
Q3 		$1.32M Sell
2,120
-15
-0.7% -$9.57K 0.06% 307
2024
Q2 		$1.4M Buy
2,135
+54
+3% +$33.5K 0.07% 273
2024
Q1 		$1.35M Sell
2,081
-132
-6% -$84.3K 0.08% 272
2023
Q4 		$1.38M Sell
2,213
-27
-1% -$14.9K 0.08% 267
2023
Q3 		$1.14M Buy
2,240
+20
+0.9% +$10.1K 0.08% 274
2023
Q2 		$1.02M Sell
2,220
-2,667
-55% -$1.17M 0.07% 306
2023
Q1 		$2.18M Sell
4,887
-513
-10% -$211K 0.17% 173
2022
Q4 		$2.1M Buy
5,400
+2,201
+69% +$873K 0.18% 165
2022
Q3 		$1.24M Buy
3,199
+361
+13% +$156K 0.13% 211
2022
Q2 		$1.09M Buy
2,838
+1,111
+64% +$460K 0.1% 256
2022
Q1 		$830K Sell
1,727
-412
-19% -$211K 0.07% 300
2021
Q4 		$1.38M Buy
2,139
+287
+15% +$177K 0.1% 241
2021
Q3 		$999K Buy
+1,852
New +$998K 0.09% 254
2019
Q4 		– Sell
-1,390
Closed -$370K – 201
2019
Q3 		$370K Sell
1,390
-6
-0.4% -$1.65K 0.14% 163
2019
Q2 		$365K Sell
1,396
-137
-9% -$34.8K 0.15% 150
2019
Q1 		$401K Sell
1,533
-97
-6% -$22.4K 0.22% 123
2018
Q4 		$321K Buy
+1,630
New +$339K 0.21% 130

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 Wealth Advisors's INTU Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Intuit (INTU) stake by 5.9% in Q1 2026, selling an estimated $32.9K and leaving 1,092 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #397.

Stratos Wealth Advisors first reported a position in INTU in Q4 2018 and has held it in 23 quarters since. The position peaked at $2.18M in Q1 2023. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Stratos Wealth Advisors held 1,092 shares of Intuit worth $472K as of Q1 2026.
  • Stratos Wealth Advisors sold 69 Intuit shares in Q1 2026, an estimated $32.9K.
  • Intuit made up 0.03% of Stratos Wealth Advisors's portfolio in Q1 2026, its #397 holding.
  • Stratos Wealth Advisors first reported a position in Intuit in Q4 2018 and has held it in 23 quarters since.
  • Stratos Wealth Advisors's Intuit position peaked at $2.18M in Q1 2023.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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