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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

W.H. Cornerstone Investments's INTU Position: Q1 2026 in Review

W.H. Cornerstone Investments reduced its Intuit (INTU) stake by 29% in Q1 2026, selling an estimated $110K and leaving 571 shares worth $247K. The position accounts for 0.15% of the portfolio, ranked #110.

W.H. Cornerstone Investments first reported a position in INTU in Q1 2023 and has held it in 13 quarters since. The position peaked at $927K in Q2 2024. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

W.H. Cornerstone Investments held 571 shares of Intuit worth $247K as of Q1 2026.
W.H. Cornerstone Investments sold 230 Intuit shares in Q1 2026, an estimated $110K.
Intuit made up 0.15% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #110 holding.
W.H. Cornerstone Investments first reported a position in Intuit in Q1 2023 and has held it in 13 quarters since.
W.H. Cornerstone Investments's Intuit position peaked at $927K in Q2 2024.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.