Western Pacific Wealth Management’s Intuit INTU Stock Holding History

Western Pacific Wealth Management’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	$55.6K	Sell	213 -49	-19%	-$17.1K	0.05%	123
2026 Q1	$113K	Buy	262 +47	+22%	+$22.4K	0.12%	84
2025 Q4	$142K	Sell	215 -16	-7%	-$10.6K	0.14%	76
2025 Q3	$158K	Sell	231 -9	-4%	-$6.49K	0.15%	76
2025 Q2	$189K	Sell	240 -15	-6%	-$10.2K	0.18%	67
2025 Q1	$157K	Buy	255 +8	+3%	+$4.8K	0.14%	79
2024 Q4	$155K	Buy	247 +28	+13%	+$17.9K	0.13%	79
2024 Q3	$136K	Sell	219 -33	-13%	-$21.1K	0.09%	84
2024 Q2	$166K	Sell	252 -13	-5%	-$8.06K	0.13%	61
2024 Q1	$172K	Sell	265 -13	-5%	-$8.3K	0.12%	63
2023 Q4	$174K	Sell	278 -9	-3%	-$4.96K	0.13%	55
2023 Q3	$147K	Buy	287 +13	+5%	+$6.58K	0.12%	55
2023 Q2	$126K	Sell	274 -10	-4%	-$4.38K	0.1%	66
2023 Q1	$127K	Hold	284	–	–	0.1%	64
2022 Q4	$111K	Buy	284 +106	+60%	+$42K	0.09%	72
2022 Q3	$68K	Buy	178 +174	+4,350%	+$75.2K	0.07%	77
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	185
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	210
2021 Q4	$2K	Buy	+4	New	+$2.47K	﹤0.01%	205

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 $3.38T AUM 44.17% 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

Western Pacific Wealth Management's INTU Position: Q2 2026 in Review

Western Pacific Wealth Management reduced its Intuit (INTU) stake by 19% in Q2 2026, selling an estimated $17.1K and leaving 213 shares worth $55.6K. The position accounts for 0.05% of the portfolio, ranked #123.

Western Pacific Wealth Management first reported a position in INTU in Q4 2021 and has held it in 19 quarters since. The position peaked at $189K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Western Pacific Wealth Management held 213 shares of Intuit worth $55.6K as of Q2 2026.
Western Pacific Wealth Management sold 49 Intuit shares in Q2 2026, an estimated $17.1K.
Intuit made up 0.05% of Western Pacific Wealth Management's portfolio in Q2 2026, its #123 holding.
Western Pacific Wealth Management first reported a position in Intuit in Q4 2021 and has held it in 19 quarters since.
Western Pacific Wealth Management's Intuit position peaked at $189K in Q2 2025.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.