Western Wealth Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$657K Sell
2,518
-383
-13% -$133K 0.02% 603
2026
Q1
$1.25M Buy
2,901
+2,428
+513% +$1.16M 0.05% 376
2025
Q4
$314K Sell
473
-61
-11% -$40.3K 0.01% 648
2025
Q3
$365K Buy
534
+15
+3% +$10.8K 0.02% 535
2025
Q2
$409K Buy
519
+69
+15% +$46.7K 0.02% 473
2025
Q1
$277K Sell
450
-287
-39% -$172K 0.02% 553
2024
Q4
$463K Buy
737
+98
+15% +$62.6K 0.02% 482
2024
Q3
$397K Buy
639
+80
+14% +$51.1K 0.02% 515
2024
Q2
$367K Buy
559
+10
+2% +$6.2K 0.03% 444
2024
Q1
$357K Buy
549
+1
+0.2% +$638 0.03% 457
2023
Q4
$343K Buy
548
+155
+39% +$85.5K 0.02% 520
2023
Q3
$201K Buy
+393
New +$199K 0.02% 616
2022
Q4
Sell
-642
Closed -$247K 698
2022
Q3
$247K Buy
+642
New +$277K 0.01% 687

Other funds holding INTU

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

Western Wealth Management reduced its Intuit (INTU) stake by 13% in Q2 2026, selling an estimated $133K and leaving 2,518 shares worth $657K. The position accounts for 0.02% of the portfolio, ranked #603.

Western Wealth Management first reported a position in INTU in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.25M in Q1 2026. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Western Wealth Management held 2,518 shares of Intuit worth $657K as of Q2 2026.
  • Western Wealth Management sold 383 Intuit shares in Q2 2026, an estimated $133K.
  • Intuit made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #603 holding.
  • Western Wealth Management first reported a position in Intuit in Q3 2022 and has held it in 13 quarters since.
  • Western Wealth Management's Intuit position peaked at $1.25M in Q1 2026.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.