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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
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
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

Western Pacific Wealth Management's INTU Position: Q1 2026 in Review

Western Pacific Wealth Management increased its Intuit (INTU) stake by 22% in Q1 2026, buying an estimated $22.4K and bringing the position to 262 shares worth $113K. The position accounts for 0.12% of the portfolio, ranked #84.

Western Pacific Wealth Management first reported a position in INTU in Q4 2021 and has held it in 18 quarters since. The position peaked at $189K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Western Pacific Wealth Management held 262 shares of Intuit worth $113K as of Q1 2026.
  • Western Pacific Wealth Management bought 47 Intuit shares in Q1 2026, an estimated $22.4K.
  • Intuit made up 0.12% of Western Pacific Wealth Management's portfolio in Q1 2026, its #84 holding.
  • Western Pacific Wealth Management first reported a position in Intuit in Q4 2021 and has held it in 18 quarters since.
  • Western Pacific Wealth Management's Intuit position peaked at $189K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.