WestEnd Advisors’s Intuit INTU Stock Holding History

WestEnd Advisors’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	$35.1M	Buy	81,251 +22,764	+39%	+$10.9M	0.85%	36
2025 Q4	$38.7M	Buy	58,487 +58,481	+974,683%	+$38.6M	0.9%	34
2025 Q3	$4.1K	Sell	6 -3	-33%	-$2.16K	﹤0.01%	108
2025 Q2	$7.09K	Hold	9	–	–	﹤0.01%	86
2025 Q1	$5.53K	Buy	9 +7	+350%	+$4.2K	﹤0.01%	93
2024 Q4	$1.26K	Buy	2 +1	+100%	+$639	﹤0.01%	118
2024 Q3	$621	Hold	1	–	–	﹤0.01%	156
2024 Q2	$657	Sell	1 -1	-50%	-$620	﹤0.01%	144
2024 Q1	$1.3K	Hold	2	–	–	﹤0.01%	102
2023 Q4	$1.25K	Hold	2	–	–	﹤0.01%	110
2023 Q3	$1.02K	Buy	+2	New	+$1.01K	﹤0.01%	110
2023 Q1	–	Sell	-2	Closed	-$821	–	115
2022 Q4	$778	Hold	2	–	–	﹤0.01%	113
2022 Q3	$1K	Sell	2 -1	-33%	-$432	﹤0.01%	115
2022 Q2	$1.16K	Buy	+3	New	+$1.24K	﹤0.01%	100
2022 Q1	–	Sell	-2	Closed	-$1.02K	–	110
2021 Q4	$1.29K	Buy	+2	New	+$1.24K	﹤0.01%	100
2021 Q3	–	Hold	0	–	–	–	96
2021 Q2	–	Hold	0	–	–	–	96
2013 Q3	–	Sell	-153	Closed	-$9.34K	–	44
2013 Q2	$9.34K	Buy	+153	New	+$9.25K	﹤0.01%	40

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

WestEnd Advisors's INTU Position: Q1 2026 in Review

WestEnd Advisors increased its Intuit (INTU) stake by 39% in Q1 2026, buying an estimated $10.9M and bringing the position to 81,251 shares worth $35.1M. The position accounts for 0.85% of the portfolio, ranked #36.

WestEnd Advisors first reported a position in INTU in Q2 2013 and has held it in 16 quarters since. The position peaked at $38.7M in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

WestEnd Advisors held 81,251 shares of Intuit worth $35.1M as of Q1 2026.
WestEnd Advisors bought 22,764 Intuit shares in Q1 2026, an estimated $10.9M.
Intuit made up 0.85% of WestEnd Advisors's portfolio in Q1 2026, its #36 holding.
WestEnd Advisors first reported a position in Intuit in Q2 2013 and has held it in 16 quarters since.
WestEnd Advisors's Intuit position peaked at $38.7M in Q4 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.