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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
Q2 		– Sell
-855
Closed -$370K – 788
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 $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

Annis Gardner Whiting Capital Advisors's INTU Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 855 shares — an estimated $370K sold.

Annis Gardner Whiting Capital Advisors first reported a position in INTU in Q3 2023 and held it in 11 quarters. The position peaked at $676K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 855 Intuit shares in Q2 2026, an estimated $370K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Intuit in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Intuit position peaked at $676K in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.