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Annis Gardner Whiting Capital Advisors’s Intuit INTU Stock Holding History

Annis Gardner Whiting Capital 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 		$370K Sell
855
-69
-7% -$32.9K 0.06% 223
2025
Q4 		$612K Buy
924
+33
+4% +$21.8K 0.12% 157
2025
Q3 		$608K Buy
891
+33
+4% +$23.8K 0.13% 138
2025
Q2 		$676K Buy
858
+109
+15% +$73.8K 0.23% 92
2025
Q1 		$460K Sell
749
-4
-0.5% -$2.4K 0.19% 110
2024
Q4 		$473K Buy
753
+15
+2% +$9.59K 0.13% 137
2024
Q3 		$458K Sell
738
-107
-13% -$68.3K 0.13% 136
2024
Q2 		$555K Buy
845
+34
+4% +$21.1K 0.16% 113
2024
Q1 		$527K Buy
811
+114
+16% +$72.8K 0.19% 101
2023
Q4 		$436K Sell
697
-44
-6% -$24.3K 0.19% 98
2023
Q3 		$379K Buy
+741
New +$375K 0.2% 93

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

Annis Gardner Whiting Capital Advisors's INTU Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Intuit (INTU) stake by 7.5% in Q1 2026, selling an estimated $32.9K and leaving 855 shares worth $370K. The position accounts for 0.06% of the portfolio, ranked #223.

Annis Gardner Whiting Capital Advisors first reported a position in INTU in Q3 2023 and has held it in 11 quarters since. The position peaked at $676K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 855 shares of Intuit worth $370K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors sold 69 Intuit shares in Q1 2026, an estimated $32.9K.
  • Intuit made up 0.06% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #223 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Intuit in Q3 2023 and has held it in 11 quarters since.
  • Annis Gardner Whiting Capital Advisors's Intuit position peaked at $676K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.