WPC
INTU icon

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
Q3 		$2.33M Buy
7,671
+975
+15% +$306K 0.06% 186
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Wedmont Private Capital's INTU Position: Q3 2026 in Review

Wedmont Private Capital increased its Intuit (INTU) stake by 15% in Q3 2026, buying an estimated $306K and bringing the position to 7,671 shares worth $2.33M. The position accounts for 0.06% of the portfolio, ranked #186.

Wedmont Private Capital first reported a position in INTU in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.32M in Q2 2025. 70 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Wedmont Private Capital held 7,671 shares of Intuit worth $2.33M as of Q3 2026.
  • Wedmont Private Capital bought 975 Intuit shares in Q3 2026, an estimated $306K.
  • Intuit made up 0.06% of Wedmont Private Capital's portfolio in Q3 2026, its #186 holding.
  • Wedmont Private Capital first reported a position in Intuit in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's Intuit position peaked at $3.32M in Q2 2025.
  • 70 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.