MWA Asset Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-555
Closed -$368K 128
2025
Q4
$368K Sell
555
-145
-21% -$95.8K 0.2% 92
2025
Q3
$478K Sell
700
-230
-25% -$166K 0.26% 79
2025
Q2
$732K Sell
930
-8
-0.9% -$5.41K 0.45% 64
2025
Q1
$576K Sell
938
-12
-1% -$7.21K 0.4% 73
2024
Q4
$597K Sell
950
-15
-2% -$9.59K 0.4% 72
2024
Q3
$599K Sell
965
-4
-0.4% -$2.55K 0.4% 74
2024
Q2
$637K Sell
969
-2
-0.2% -$1.24K 0.45% 67
2024
Q1
$631K Buy
971
+8
+0.8% +$5.11K 0.46% 68
2023
Q4
$602K Sell
963
-35
-4% -$19.3K 0.5% 66
2023
Q3
$510K Buy
+998
New +$505K 0.49% 68

Other funds holding INTU

MWA Asset Management's INTU Position: Q1 2026 in Review

MWA Asset Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 555 shares — an estimated $368K sold.

MWA Asset Management first reported a position in INTU in Q3 2023 and held it in 10 quarters. The position peaked at $732K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • MWA Asset Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • MWA Asset Management sold 555 Intuit shares in Q1 2026, an estimated $368K.
  • MWA Asset Management first reported a position in Intuit in Q3 2023 and held it in 10 quarters.
  • MWA Asset Management's Intuit position peaked at $732K in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on MWA Asset Management's 13F filing for Q1 2026, filed 7 May 2026.