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W.H. Cornerstone Investments’s Intuit INTU Stock Holding History

W.H. Cornerstone Investments’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
-571
Closed -$247K – 150
2026
Q1 		$247K Sell
571
-230
-29% -$110K 0.15% 110
2025
Q4 		$531K Buy
801
+1
+0.1% +$661 0.32% 65
2025
Q3 		$547K Sell
800
-91
-10% -$65.6K 0.33% 65
2025
Q2 		$701K Buy
891
+10
+1% +$6.77K 0.44% 59
2025
Q1 		$541K Sell
881
-185
-17% -$111K 0.37% 64
2024
Q4 		$670K Sell
1,066
-273
-20% -$174K 0.45% 53
2024
Q3 		$832K Sell
1,339
-72
-5% -$46K 0.56% 45
2024
Q2 		$927K Buy
1,411
+38
+3% +$23.6K 0.66% 38
2024
Q1 		$892K Buy
1,373
+576
+72% +$368K 0.64% 44
2023
Q4 		$498K Buy
797
+90
+13% +$49.6K 0.39% 72
2023
Q3 		$361K Buy
707
+74
+12% +$37.4K 0.32% 84
2023
Q2 		$290K Buy
633
+25
+4% +$10.9K 0.26% 91
2023
Q1 		$271K Buy
+608
New +$250K 0.25% 97

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

W.H. Cornerstone Investments's INTU Position: Q2 2026 in Review

W.H. Cornerstone Investments sold out of Intuit (INTU) in Q2 2026, closing a stake of 571 shares — an estimated $247K sold.

W.H. Cornerstone Investments first reported a position in INTU in Q1 2023 and held it in 13 quarters. The position peaked at $927K in Q2 2024. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • W.H. Cornerstone Investments reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 571 Intuit shares in Q2 2026, an estimated $247K.
  • W.H. Cornerstone Investments first reported a position in Intuit in Q1 2023 and held it in 13 quarters.
  • W.H. Cornerstone Investments's Intuit position peaked at $927K in Q2 2024.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.