Weatherly Asset Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $332K | Sell |
1,270
-163
| -11% | -$56.8K | 0.02% | 160 |
|
|
2026
Q1 | $620K | Hold |
1,433
| – | – | 0.05% | 124 |
|
|
2025
Q4 | $949K | Sell |
1,433
-4
| -0.3% | -$2.64K | 0.07% | 104 |
|
|
2025
Q3 | $981K | Sell |
1,437
-15
| -1% | -$10.8K | 0.08% | 103 |
|
|
2025
Q2 | $1.14M | Sell |
1,452
-107
| -7% | -$72.4K | 0.1% | 97 |
|
|
2025
Q1 | $957K | Sell |
1,559
-10
| -0.6% | -$6K | 0.09% | 104 |
|
|
2024
Q4 | $986K | Buy |
1,569
+15
| +1% | +$9.59K | 0.09% | 104 |
|
|
2024
Q3 | $965K | Sell |
1,554
-170
| -10% | -$109K | 0.08% | 112 |
|
|
2024
Q2 | $1.13M | Sell |
1,724
-67
| -4% | -$41.6K | 0.1% | 96 |
|
|
2024
Q1 | $1.16M | Buy |
1,791
+1
| +0.1% | +$638 | 0.11% | 103 |
|
|
2023
Q4 | $1.12M | Hold |
1,790
| – | – | 0.12% | 101 |
|
|
2023
Q3 | $915K | Sell |
1,790
-340
| -16% | -$172K | 0.11% | 108 |
|
|
2023
Q2 | $976K | Sell |
2,130
-260
| -11% | -$114K | 0.11% | 105 |
|
|
2023
Q1 | $1.07M | Sell |
2,390
-140
| -6% | -$57.5K | 0.14% | 102 |
|
|
2022
Q4 | $985K | Sell |
2,530
-125
| -5% | -$49.6K | 0.13% | 102 |
|
|
2022
Q3 | $1.03M | Sell |
2,655
-50
| -2% | -$21.6K | 0.15% | 99 |
|
|
2022
Q2 | $1.04M | Buy |
2,705
+80
| +3% | +$33.1K | 0.15% | 106 |
|
|
2022
Q1 | $1.26M | Sell |
2,625
-185
| -7% | -$94.7K | 0.15% | 103 |
|
|
2021
Q4 | $1.81M | Sell |
2,810
-10
| -0.4% | -$6.17K | 0.2% | 84 |
|
|
2021
Q3 | $1.52M | Sell |
2,820
-15
| -0.5% | -$8.08K | 0.19% | 88 |
|
|
2021
Q2 | $1.39M | Sell |
2,835
-100
| -3% | -$43.4K | 0.18% | 96 |
|
|
2021
Q1 | $1.12M | Sell |
2,935
-115
| -4% | -$44.3K | 0.16% | 101 |
|
|
2020
Q4 | $1.16M | Sell |
3,050
-25
| -0.8% | -$8.78K | 0.17% | 94 |
|
|
2020
Q3 | $1M | Sell |
3,075
-95
| -3% | -$29.7K | 0.16% | 97 |
|
|
2020
Q2 | $939K | Hold |
3,170
| – | – | 0.17% | 94 |
|
|
2020
Q1 | $729K | Hold |
3,170
| – | – | 0.16% | 93 |
|
|
2019
Q4 | $830K | Buy |
3,170
+470
| +17% | +$123K | 0.16% | 102 |
|
|
2019
Q3 | $718K | Buy |
2,700
+158
| +6% | +$43.5K | 0.15% | 112 |
|
|
2019
Q2 | $664K | Sell |
2,542
-450
| -15% | -$114K | 0.13% | 117 |
|
|
2019
Q1 | $782K | Buy |
2,992
+1,935
| +183% | +$447K | 0.16% | 107 |
|
|
2018
Q4 | $208K | Hold |
1,057
| – | – | 0.05% | 175 |
|
|
2018
Q3 | $240K | Hold |
1,057
| – | – | 0.05% | 183 |
|
|
2018
Q2 | $216K | Buy |
+1,057
| New | +$203K | 0.05% | 184 |
|
|
2016
Q3 | – | Sell |
-6,900
| Closed | -$770K | – | 166 |
|
|
2016
Q2 | $770K | Hold |
6,900
| – | – | 0.25% | 91 |
|
|
2016
Q1 | $717K | Hold |
6,900
| – | – | 0.25% | 90 |
|
|
2015
Q4 | $665K | Buy |
+6,900
| New | +$667K | 0.24% | 90 |
|
Other funds holding INTU
LWCFA
LT
ATO
Weatherly Asset Management's INTU Position: Q2 2026 in Review
Weatherly Asset Management reduced its Intuit (INTU) stake by 11% in Q2 2026, selling an estimated $56.8K and leaving 1,270 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #160.
Weatherly Asset Management first reported a position in INTU in Q4 2015 and has held it in 36 quarters since. The position peaked at $1.81M in Q4 2021. 705 funds tracked by Wall St. Rank hold INTU as of Q2 2026.
- Weatherly Asset Management held 1,270 shares of Intuit worth $332K as of Q2 2026.
- Weatherly Asset Management sold 163 Intuit shares in Q2 2026, an estimated $56.8K.
- Intuit made up 0.02% of Weatherly Asset Management's portfolio in Q2 2026, its #160 holding.
- Weatherly Asset Management first reported a position in Intuit in Q4 2015 and has held it in 36 quarters since.
- Weatherly Asset Management's Intuit position peaked at $1.81M in Q4 2021.
- 705 funds tracked by Wall St. Rank held Intuit as of Q2 2026.
Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.