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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
Q2 		– Sell
-1,092
Closed -$472K – 650
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 $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 $3.37T AUM 44.26% 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 Wealth Advisors's INTU Position: Q2 2026 in Review

Stratos Wealth Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,092 shares — an estimated $472K sold.

Stratos Wealth Advisors first reported a position in INTU in Q4 2018 and held it in 23 quarters. The position peaked at $2.18M in Q1 2023. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Stratos Wealth Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Stratos Wealth Advisors sold 1,092 Intuit shares in Q2 2026, an estimated $472K.
  • Stratos Wealth Advisors first reported a position in Intuit in Q4 2018 and held it in 23 quarters.
  • Stratos Wealth Advisors's Intuit position peaked at $2.18M in Q1 2023.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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