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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
Q2 		– Sell
-1,164
Closed -$503K – 578
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 $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 $3.38T AUM 44.17% 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

Waterloo Capital's INTU Position: Q2 2026 in Review

Waterloo Capital sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,164 shares — an estimated $503K sold.

Waterloo Capital first reported a position in INTU in Q1 2020 and held it in 14 quarters. The position peaked at $1.03M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Waterloo Capital reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Waterloo Capital sold 1,164 Intuit shares in Q2 2026, an estimated $503K.
  • Waterloo Capital first reported a position in Intuit in Q1 2020 and held it in 14 quarters.
  • Waterloo Capital's Intuit position peaked at $1.03M in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.