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Waverly Advisors’s Intuit INTU Stock Holding History

Waverly Advisors’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 		$9.03M Buy
20,891
+2,965
+17% +$1.41M 0.07% 282
2025
Q4 		$11.9M Buy
17,926
+3,585
+25% +$2.37M 0.1% 203
2025
Q3 		$9.79M Buy
14,341
+671
+5% +$484K 0.1% 206
2025
Q2 		$10.8M Buy
13,670
+1,175
+9% +$795K 0.12% 178
2025
Q1 		$7.67M Buy
12,495
+3,507
+39% +$2.11M 0.09% 217
2024
Q4 		$5.65M Buy
8,988
+3,249
+57% +$2.08M 0.09% 198
2024
Q3 		$3.56M Buy
5,739
+594
+12% +$379K 0.07% 238
2024
Q2 		$3.38M Buy
5,145
+4,624
+888% +$2.87M 0.07% 238
2024
Q1 		$339K Buy
521
+143
+38% +$91.3K 0.01% 543
2023
Q4 		$236K Sell
378
-183
-33% -$101K 0.01% 392
2023
Q3 		$287K Sell
561
-75
-12% -$38K 0.01% 329
2023
Q2 		$291K Hold
636
– – 0.01% 303
2023
Q1 		$284K Buy
636
+54
+9% +$22.2K 0.01% 242
2022
Q4 		$227K Buy
582
+5
+0.9% +$1.98K 0.01% 254
2022
Q3 		$224K Buy
577
+1
+0.2% +$432 0.02% 219
2022
Q2 		$222K Buy
576
+18
+3% +$7.45K 0.02% 190
2022
Q1 		$269K Hold
558
– – 0.02% 165
2021
Q4 		$298K Sell
558
-26
-4% -$16.1K 0.03% 156
2021
Q3 		$354K Buy
584
+40
+7% +$21.6K 0.03% 153
2021
Q2 		$295K Buy
+544
New +$236K 0.03% 154
2014
Q4 		– Sell
-1,200
Closed -$105K – 541
2014
Q3 		$105K Hold
1,200
– – 0.06% 134
2014
Q2 		$97K Hold
1,200
– – 0.04% 152
2014
Q1 		$93K Sell
1,200
-74
-6% -$5.65K 0.04% 153
2013
Q4 		$97K Buy
1,274
+1,237
+3,343% +$88.9K 0.03% 239
2013
Q3 		$2K Buy
+37
New +$2.38K ﹤0.01% 539

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

Waverly Advisors's INTU Position: Q1 2026 in Review

Waverly Advisors increased its Intuit (INTU) stake by 17% in Q1 2026, buying an estimated $1.41M and bringing the position to 20,891 shares worth $9.03M. The position accounts for 0.07% of the portfolio, ranked #282.

Waverly Advisors first reported a position in INTU in Q3 2013 and has held it in 25 quarters since. The position peaked at $11.9M in Q4 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Waverly Advisors held 20,891 shares of Intuit worth $9.03M as of Q1 2026.
  • Waverly Advisors bought 2,965 Intuit shares in Q1 2026, an estimated $1.41M.
  • Intuit made up 0.07% of Waverly Advisors's portfolio in Q1 2026, its #282 holding.
  • Waverly Advisors first reported a position in Intuit in Q3 2013 and has held it in 25 quarters since.
  • Waverly Advisors's Intuit position peaked at $11.9M in Q4 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.