WFI
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West Family Investments’s Intuit INTU Stock Holding History

West Family Investments’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 		$492K Sell
1,138
-157
-12% -$74.9K 0.17% 111
2025
Q4 		$858K Sell
1,295
-52
-4% -$34.4K 0.2% 103
2025
Q3 		$920K Buy
1,347
+372
+38% +$268K 0.21% 101
2025
Q2 		$768K Buy
975
+510
+110% +$345K 0.2% 108
2025
Q1 		$286K Sell
465
-57
-11% -$34.2K 0.11% 176
2024
Q4 		$328K Sell
522
-218
-29% -$139K 0.11% 177
2024
Q3 		$460K Buy
740
+291
+65% +$186K 0.16% 138
2024
Q2 		$295K Sell
449
-10
-2% -$6.2K 0.09% 182
2024
Q1 		$298K Buy
459
+18
+4% +$11.5K 0.09% 181
2023
Q4 		$276K Sell
441
-7
-2% -$3.86K 0.09% 171
2023
Q3 		$229K Buy
448
+7
+2% +$3.54K 0.08% 192
2023
Q2 		$202K Buy
+441
New +$193K 0.08% 219
2022
Q4 		– Sell
-879
Closed -$340K – 254
2022
Q3 		$340K Sell
879
-63
-7% -$27.2K 0.14% 138
2022
Q2 		$363K Buy
942
+45
+5% +$18.6K 0.14% 126
2022
Q1 		$431K Buy
897
+68
+8% +$34.8K 0.12% 137
2021
Q4 		$533K Sell
829
-56
-6% -$34.6K 0.15% 114
2021
Q3 		$477K Buy
885
+183
+26% +$98.6K 0.12% 144
2021
Q2 		$344K Buy
+702
New +$304K 0.09% 205

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

West Family Investments's INTU Position: Q1 2026 in Review

West Family Investments reduced its Intuit (INTU) stake by 12% in Q1 2026, selling an estimated $74.9K and leaving 1,138 shares worth $492K. The position accounts for 0.17% of the portfolio, ranked #111.

West Family Investments first reported a position in INTU in Q2 2021 and has held it in 18 quarters since. The position peaked at $920K in Q3 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • West Family Investments held 1,138 shares of Intuit worth $492K as of Q1 2026.
  • West Family Investments sold 157 Intuit shares in Q1 2026, an estimated $74.9K.
  • Intuit made up 0.17% of West Family Investments's portfolio in Q1 2026, its #111 holding.
  • West Family Investments first reported a position in Intuit in Q2 2021 and has held it in 18 quarters since.
  • West Family Investments's Intuit position peaked at $920K in Q3 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.