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 Q2	$78.3K	Buy	+300	New	+$105K	﹤0.01%	1694

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Waverly Advisors's INTU Position: Q2 2026 in Review

Waverly Advisors reduced its Intuit (INTU) stake by 3.6% in Q2 2026, selling an estimated $263K and leaving 20,135 shares worth $5.26M. The position accounts for 0.03% of the portfolio, ranked #438.

Waverly Advisors first reported a position in INTU in Q3 2013 and has held it in 26 quarters since. The position peaked at $11.9M in Q4 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Waverly Advisors held 20,135 shares of Intuit worth $5.26M as of Q2 2026.
Waverly Advisors sold 756 Intuit shares in Q2 2026, an estimated $263K.
Intuit made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #438 holding.
Waverly Advisors first reported a position in Intuit in Q3 2013 and has held it in 26 quarters since.
Waverly Advisors's Intuit position peaked at $11.9M in Q4 2025.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.