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Wellington Shields Capital Management’s Intuit INTU Stock Holding History

Wellington Shields Capital Management’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 		– Sell
-1,825
Closed -$1.21M – 334
2025
Q4 		$1.21M Hold
1,825
– – 0.18% 96
2025
Q3 		$1.25M Buy
1,825
+300
+20% +$216K 0.19% 98
2025
Q2 		$1.2M Hold
1,525
– – 0.2% 97
2025
Q1 		$936K Hold
1,525
– – 0.17% 102
2024
Q4 		$958K Hold
1,525
– – 0.17% 102
2024
Q3 		$947K Buy
1,525
+636
+72% +$406K 0.16% 109
2024
Q2 		$584K Buy
889
+14
+2% +$8.68K 0.11% 143
2024
Q1 		$569K Hold
875
– – 0.11% 143
2023
Q4 		$547K Buy
+875
New +$483K 0.07% 140
2017
Q3 		– Sell
-2,600
Closed -$345K – 325
2017
Q2 		$345K Buy
+2,600
New +$337K 0.06% 250

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

Wellington Shields Capital Management's INTU Position: Q1 2026 in Review

Wellington Shields Capital Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 1,825 shares — an estimated $1.21M sold.

Wellington Shields Capital Management first reported a position in INTU in Q2 2017 and held it in 10 quarters. The position peaked at $1.25M in Q3 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Wellington Shields Capital Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Wellington Shields Capital Management sold 1,825 Intuit shares in Q1 2026, an estimated $1.21M.
  • Wellington Shields Capital Management first reported a position in Intuit in Q2 2017 and held it in 10 quarters.
  • Wellington Shields Capital Management's Intuit position peaked at $1.25M in Q3 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.