WBH Advisory’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $694K | Buy |
1,631
+1
| +0.1% | +$477 | 0.05% | 198 |
|
|
2025
Q4 | $1.08M | Hold |
1,630
| – | – | 0.08% | 167 |
|
|
2025
Q3 | $1.11M | Hold |
1,630
| – | – | 0.09% | 160 |
|
|
2025
Q2 | $1.28M | Hold |
1,630
| – | – | 0.11% | 136 |
|
|
2025
Q1 | $1M | Sell |
1,630
-51
| -3% | -$30.6K | 0.09% | 152 |
|
|
2024
Q4 | $1.06M | Sell |
1,681
-26
| -2% | -$16.6K | 0.1% | 144 |
|
|
2024
Q3 | $1.06M | Buy |
1,707
+1
| +0.1% | +$638 | 0.1% | 148 |
|
|
2024
Q2 | $1.12M | Hold |
1,706
| – | – | 0.11% | 136 |
|
|
2024
Q1 | $1.11M | Sell |
1,706
-23
| -1% | -$14.7K | 0.11% | 139 |
|
|
2023
Q4 | $1.08M | Hold |
1,729
| – | – | 0.12% | 146 |
|
|
2023
Q3 | $883K | Buy |
1,729
+1
| +0.1% | +$506 | 0.11% | 147 |
|
|
2023
Q2 | $792K | Sell |
1,728
-40
| -2% | -$17.5K | 0.09% | 160 |
|
|
2023
Q1 | $788K | Buy |
+1,768
| New | +$726K | 0.1% | 165 |
|
|
2022
Q3 | $639K | Sell |
1,650
-200
| -11% | -$86.4K | 0.09% | 172 |
|
|
2022
Q2 | $745K | Hold |
1,850
| – | – | 0.1% | 166 |
|
|
2022
Q1 | $822K | Buy |
1,850
+60
| +3% | +$30.7K | 0.1% | 165 |
|
|
2021
Q4 | $1.15M | Sell |
1,790
-25
| -1% | -$15.4K | 0.13% | 138 |
|
|
2021
Q3 | $979K | Hold |
1,815
| – | – | 0.13% | 142 |
|
|
2021
Q2 | $961K | Sell |
1,815
-60
| -3% | -$26K | 0.14% | 127 |
|
|
2021
Q1 | $718K | Sell |
1,875
-30
| -2% | -$11.6K | 0.12% | 145 |
|
|
2020
Q4 | $742K | Hold |
1,905
| – | – | 0.13% | 138 |
|
|
2020
Q3 | $621K | Sell |
1,905
-50
| -3% | -$15.6K | 0.13% | 139 |
|
|
2020
Q2 | $579K | Sell |
1,955
-750
| -28% | -$206K | 0.14% | 137 |
|
|
2020
Q1 | $622 | Hold |
2,705
| – | – | 0.15% | 117 |
|
|
2019
Q4 | $708K | Hold |
2,705
| – | – | 0.14% | 130 |
|
|
2019
Q3 | $719K | Buy |
2,705
+550
| +26% | +$151K | 0.16% | 127 |
|
|
2019
Q2 | $563K | Sell |
2,155
-25
| -1% | -$6.35K | 0.13% | 142 |
|
|
2019
Q1 | $569K | Sell |
2,180
-80
| -4% | -$18.5K | 0.14% | 139 |
|
|
2018
Q4 | $444 | Hold |
2,260
| – | – | 0.11% | 152 |
|
|
2018
Q3 | $513K | Buy |
2,260
+110
| +5% | +$23.6K | 0.12% | 146 |
|
|
2018
Q2 | $439K | Hold |
2,150
| – | – | 0.11% | 157 |
|
|
2018
Q1 | $372K | Hold |
2,150
| – | – | 0.1% | 169 |
|
|
2017
Q4 | $339K | Sell |
2,150
-50
| -2% | -$7.62K | 0.09% | 181 |
|
|
2017
Q3 | $312K | Hold |
2,200
| – | – | 0.09% | 184 |
|
|
2017
Q2 | $292K | Hold |
2,200
| – | – | 0.08% | 190 |
|
|
2017
Q1 | $255K | Hold |
2,200
| – | – | 0.08% | 204 |
|
|
2016
Q4 | $252K | Hold |
2,200
| – | – | 0.08% | 196 |
|
|
2016
Q3 | $242K | Buy |
+2,200
| New | +$246K | 0.08% | 190 |
|
Other funds holding INTU
VCM
VPM
WBH Advisory's INTU Position: Q1 2026 in Review
WBH Advisory increased its Intuit (INTU) stake by 0.06% in Q1 2026, buying an estimated $477 and bringing the position to 1,631 shares worth $694K. The position accounts for 0.05% of the portfolio, ranked #198.
WBH Advisory first reported a position in INTU in Q3 2016 and has held it in 38 quarters since. The position peaked at $1.28M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- WBH Advisory held 1,631 shares of Intuit worth $694K as of Q1 2026.
- WBH Advisory bought 1 Intuit share in Q1 2026, an estimated $477.
- Intuit made up 0.05% of WBH Advisory's portfolio in Q1 2026, its #198 holding.
- WBH Advisory first reported a position in Intuit in Q3 2016 and has held it in 38 quarters since.
- WBH Advisory's Intuit position peaked at $1.28M in Q2 2025.
- 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.