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 Q2	$16.9M	Sell	64,569 -16,682	-21%	-$5.81M	0.38%	39
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WestEnd Advisors's INTU Position: Q2 2026 in Review

WestEnd Advisors reduced its Intuit (INTU) stake by 21% in Q2 2026, selling an estimated $5.81M and leaving 64,569 shares worth $16.9M. The position accounts for 0.38% of the portfolio, ranked #39.

WestEnd Advisors first reported a position in INTU in Q2 2013 and has held it in 17 quarters since. The position peaked at $38.7M in Q4 2025. 1,746 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

WestEnd Advisors held 64,569 shares of Intuit worth $16.9M as of Q2 2026.
WestEnd Advisors sold 16,682 Intuit shares in Q2 2026, an estimated $5.81M.
Intuit made up 0.38% of WestEnd Advisors's portfolio in Q2 2026, its #39 holding.
WestEnd Advisors first reported a position in Intuit in Q2 2013 and has held it in 17 quarters since.
WestEnd Advisors's Intuit position peaked at $38.7M in Q4 2025.
1,746 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.