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
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 $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

WBI Investments's INTU Position: Q1 2026 in Review

WBI Investments increased its Intuit (INTU) stake by 71% in Q1 2026, buying an estimated $336K and bringing the position to 1,701 shares worth $735K. The position accounts for 0.2% of the portfolio, ranked #145.

WBI Investments first reported a position in INTU in Q4 2016 and has held it in 15 quarters since. The position peaked at $10.9M in Q2 2020. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • WBI Investments held 1,701 shares of Intuit worth $735K as of Q1 2026.
  • WBI Investments bought 704 Intuit shares in Q1 2026, an estimated $336K.
  • Intuit made up 0.2% of WBI Investments's portfolio in Q1 2026, its #145 holding.
  • WBI Investments first reported a position in Intuit in Q4 2016 and has held it in 15 quarters since.
  • WBI Investments's Intuit position peaked at $10.9M in Q2 2020.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.