WBC
INTU icon

West Branch Capital’s Intuit INTU Stock Holding History

West Branch 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
2025
Q3 		– Sell
-398
Closed -$313K – 473
2025
Q2 		$313K Buy
398
+248
+165% +$168K 0.09% 70
2025
Q1 		$91.8K Buy
150
+135
+900% +$81.1K 0.03% 122
2024
Q4 		$9.13K Sell
15
-15
-50% -$9.59K ﹤0.01% 275
2024
Q3 		$18.8K Sell
30
-10
-25% -$6.38K 0.01% 228
2024
Q2 		$26.3K Sell
40
-3
-7% -$1.86K 0.01% 205
2024
Q1 		$28K Buy
43
+19
+79% +$12.1K 0.01% 203
2023
Q4 		$15K Buy
24
+13
+118% +$7.17K 0.01% 250
2023
Q3 		$5.63K Hold
11
– – ﹤0.01% 326
2023
Q2 		$5.04K Buy
+11
New +$4.82K ﹤0.01% 347

Other funds holding INTU

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return