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Wedmont Private Capital’s Intuit INTU Stock Holding History

Wedmont Private Capital’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 		$1.84M Buy
6,696
+3,181
+90% +$1.11M 0.05% 204
2026
Q1 		$1.37M Sell
3,515
-940
-21% -$448K 0.04% 241
2025
Q4 		$2.9M Buy
4,455
+139
+3% +$91.9K 0.1% 123
2025
Q3 		$2.84M Buy
4,316
+2
+0% +$1.44K 0.11% 115
2025
Q2 		$3.32M Buy
4,314
+180
+4% +$122K 0.14% 88
2025
Q1 		$2.43M Buy
4,134
+249
+6% +$150K 0.12% 92
2024
Q4 		$2.42M Buy
3,885
+156
+4% +$99.7K 0.13% 98
2024
Q3 		$2.25M Buy
3,729
+51
+1% +$32.6K 0.13% 94
2024
Q2 		$2.36M Buy
3,678
+310
+9% +$192K 0.15% 86
2024
Q1 		$2.17M Buy
3,368
+229
+7% +$146K 0.16% 83
2023
Q4 		$1.88M Buy
3,139
+169
+6% +$93.2K 0.15% 87
2023
Q3 		$1.59M Buy
2,970
+447
+18% +$226K 0.16% 88
2023
Q2 		$1.22M Buy
2,523
+478
+23% +$209K 0.13% 104
2023
Q1 		$909K Buy
2,045
+298
+17% +$122K 0.12% 124
2022
Q4 		$675K Sell
1,747
-30
-2% -$11.9K 0.1% 154
2022
Q3 		$688K Buy
1,777
+551
+45% +$238K 0.14% 120
2022
Q2 		$473K Buy
1,226
+305
+33% +$126K 0.1% 145
2022
Q1 		$466K Buy
921
+299
+48% +$153K 0.1% 153
2021
Q4 		$344K Buy
+622
New +$384K 0.11% 153

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Wedmont Private Capital's INTU Position: Q2 2026 in Review

Wedmont Private Capital increased its Intuit (INTU) stake by 90% in Q2 2026, buying an estimated $1.11M and bringing the position to 6,696 shares worth $1.84M. The position accounts for 0.05% of the portfolio, ranked #204.

Wedmont Private Capital first reported a position in INTU in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.32M in Q2 2025. 464 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Wedmont Private Capital held 6,696 shares of Intuit worth $1.84M as of Q2 2026.
  • Wedmont Private Capital bought 3,181 Intuit shares in Q2 2026, an estimated $1.11M.
  • Intuit made up 0.05% of Wedmont Private Capital's portfolio in Q2 2026, its #204 holding.
  • Wedmont Private Capital first reported a position in Intuit in Q4 2021 and has held it in 19 quarters since.
  • Wedmont Private Capital's Intuit position peaked at $3.32M in Q2 2025.
  • 464 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.