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Waterloo Capital’s Intuit INTU Stock Holding History

Waterloo Capital’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 		$503K Buy
1,164
+69
+6% +$32.9K 0.04% 301
2025
Q4 		$725K Sell
1,095
-147
-12% -$97.1K 0.05% 245
2025
Q3 		$848K Sell
1,242
-70
-5% -$50.5K 0.06% 203
2025
Q2 		$1.03M Buy
1,312
+336
+34% +$227K 0.08% 178
2025
Q1 		$599K Buy
976
+134
+16% +$80.5K 0.06% 223
2024
Q4 		$529K Buy
842
+54
+7% +$34.5K 0.06% 224
2024
Q3 		$490K Buy
788
+78
+11% +$49.8K 0.05% 240
2024
Q2 		$467K Sell
710
-291
-29% -$181K 0.06% 232
2024
Q1 		$651K Buy
1,001
+315
+46% +$201K 0.08% 190
2023
Q4 		$429K Sell
686
-121
-15% -$66.7K 0.07% 233
2023
Q3 		$412K Buy
807
+63
+8% +$31.9K 0.12% 117
2023
Q2 		$341K Sell
744
-417
-36% -$183K 0.1% 124
2023
Q1 		$518K Buy
+1,161
New +$477K 0.16% 87
2020
Q1 		$204K Buy
+885
New +$240K 0.14% 144

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Waterloo Capital's INTU Position: Q1 2026 in Review

Waterloo Capital increased its Intuit (INTU) stake by 6.3% in Q1 2026, buying an estimated $32.9K and bringing the position to 1,164 shares worth $503K. The position accounts for 0.04% of the portfolio, ranked #301.

Waterloo Capital first reported a position in INTU in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.03M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Waterloo Capital held 1,164 shares of Intuit worth $503K as of Q1 2026.
  • Waterloo Capital bought 69 Intuit shares in Q1 2026, an estimated $32.9K.
  • Intuit made up 0.04% of Waterloo Capital's portfolio in Q1 2026, its #301 holding.
  • Waterloo Capital first reported a position in Intuit in Q1 2020 and has held it in 14 quarters since.
  • Waterloo Capital's Intuit position peaked at $1.03M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.