WI
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WBI Investments’s Intuit INTU Stock Holding History

WBI Investments’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
-1,701
Closed -$735K – 326
2026
Q1 		$735K Buy
1,701
+704
+71% +$336K 0.2% 145
2025
Q4 		$660K Sell
997
-111
-10% -$73.3K 0.17% 166
2025
Q3 		$757K Sell
1,108
-268
-19% -$193K 0.19% 144
2025
Q2 		$1.08M Buy
+1,376
New +$931K 0.28% 102
2024
Q4 		– Sell
-4,201
Closed -$2.61M – 246
2024
Q3 		$2.61M Sell
4,201
-708
-14% -$452K 0.63% 41
2024
Q2 		$3.23M Buy
4,909
+2,882
+142% +$1.79M 0.78% 33
2024
Q1 		$1.32M Buy
+2,027
New +$1.29M 0.27% 92
2023
Q4 		– Sell
-3,150
Closed -$1.61M – 221
2023
Q3 		$1.61M Buy
+3,150
New +$1.59M 0.32% 90
2023
Q2 		– Sell
-8,433
Closed -$3.76M – 203
2023
Q1 		$3.76M Buy
+8,433
New +$3.46M 0.75% 27
2021
Q1 		– Sell
-9,199
Closed -$3.5M – 207
2020
Q4 		$3.5M Buy
+9,199
New +$3.23M 0.53% 46
2020
Q3 		– Sell
-36,697
Closed -$10.9M – 133
2020
Q2 		$10.9M Buy
+36,697
New +$10.1M 1.74% 21
2019
Q4 		– Sell
-24,896
Closed -$6.62M – 222
2019
Q3 		$6.62M Buy
+24,896
New +$6.85M 0.63% 38
2018
Q4 		– Sell
-8,344
Closed -$1.9M – 168
2018
Q3 		$1.9M Buy
+8,344
New +$1.79M 0.1% 144
2018
Q1 		– Sell
-12,443
Closed -$1.96M – 253
2017
Q4 		$1.96M Buy
+12,443
New +$1.9M 0.09% 160
2017
Q1 		– Sell
-22,879
Closed -$2.62M – 326
2016
Q4 		$2.62M Buy
+22,879
New +$2.56M 0.11% 127

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 $3.37T AUM 44.26% 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

WBI Investments's INTU Position: Q2 2026 in Review

WBI Investments sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,701 shares — an estimated $735K sold.

WBI Investments first reported a position in INTU in Q4 2016 and held it in 15 quarters. The position peaked at $10.9M in Q2 2020. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • WBI Investments reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • WBI Investments sold 1,701 Intuit shares in Q2 2026, an estimated $735K.
  • WBI Investments first reported a position in Intuit in Q4 2016 and held it in 15 quarters.
  • WBI Investments's Intuit position peaked at $10.9M in Q2 2020.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.