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Wellington Shields & Co’s Intuit INTU Stock Holding History

Wellington Shields & Co’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
-239
Closed -$158K – 330
2025
Q4 		$158K Hold
239
– – 0.04% 251
2025
Q3 		$163K Hold
239
– – 0.04% 243
2025
Q2 		$188K Sell
239
-17
-7% -$11.5K 0.05% 219
2025
Q1 		$157K Hold
256
– – 0.05% 224
2024
Q4 		$161K Hold
256
– – 0.05% 219
2024
Q3 		$159K Buy
256
+75
+41% +$47.9K 0.05% 231
2024
Q2 		$119K Buy
181
+30
+20% +$18.6K 0.04% 247
2024
Q1 		$98.2K Hold
151
– – 0.03% 249
2023
Q4 		$94.4K Buy
+151
New +$83.3K 0.03% 242
2022
Q1 		– Sell
-360
Closed -$232K – 237
2021
Q4 		$232K Buy
+360
New +$222K 0.05% 201

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 & Co's INTU Position: Q1 2026 in Review

Wellington Shields & Co sold out of Intuit (INTU) in Q1 2026, closing a stake of 239 shares — an estimated $158K sold.

Wellington Shields & Co first reported a position in INTU in Q4 2021 and held it in 10 quarters. The position peaked at $232K in Q4 2021. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Wellington Shields & Co reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Wellington Shields & Co sold 239 Intuit shares in Q1 2026, an estimated $158K.
  • Wellington Shields & Co first reported a position in Intuit in Q4 2021 and held it in 10 quarters.
  • Wellington Shields & Co's Intuit position peaked at $232K in Q4 2021.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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