WFI
INTU icon

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
Q2 		$577K Buy
2,211
+1,073
+94% +$374K 0.17% 150
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

West Family Investments's INTU Position: Q2 2026 in Review

West Family Investments increased its Intuit (INTU) stake by 94% in Q2 2026, buying an estimated $374K and bringing the position to 2,211 shares worth $577K. The position accounts for 0.17% of the portfolio, ranked #150.

West Family Investments first reported a position in INTU in Q2 2021 and has held it in 19 quarters since. The position peaked at $920K in Q3 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • West Family Investments held 2,211 shares of Intuit worth $577K as of Q2 2026.
  • West Family Investments bought 1,073 Intuit shares in Q2 2026, an estimated $374K.
  • Intuit made up 0.17% of West Family Investments's portfolio in Q2 2026, its #150 holding.
  • West Family Investments first reported a position in Intuit in Q2 2021 and has held it in 19 quarters since.
  • West Family Investments's Intuit position peaked at $920K in Q3 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.