Waddell & Associates’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$334K Sell
1,281
-180
-12% -$62.7K 0.02% 373
2026
Q1
$632K Buy
+1,461
New +$697K 0.04% 180
2025
Q4
Sell
-314
Closed -$214K 397
2025
Q3
$214K Buy
+314
New +$226K 0.02% 292

Other funds holding INTU

Waddell & Associates's INTU Position: Q2 2026 in Review

Waddell & Associates reduced its Intuit (INTU) stake by 12% in Q2 2026, selling an estimated $62.7K and leaving 1,281 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #373.

Waddell & Associates first reported a position in INTU in Q3 2025 and has held it in 3 quarters since. The position peaked at $632K in Q1 2026. 572 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Waddell & Associates held 1,281 shares of Intuit worth $334K as of Q2 2026.
  • Waddell & Associates sold 180 Intuit shares in Q2 2026, an estimated $62.7K.
  • Intuit made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #373 holding.
  • Waddell & Associates first reported a position in Intuit in Q3 2025 and has held it in 3 quarters since.
  • Waddell & Associates's Intuit position peaked at $632K in Q1 2026.
  • 572 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.