Western Wealth Management’s Intuit INTU Stock Holding History

Western 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	$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	0.03%	399
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

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

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

Western Wealth Management increased its Intuit (INTU) stake by 513% in Q1 2026, buying an estimated $1.16M and bringing the position to 2,901 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #376.

Western Wealth Management first reported a position in INTU in Q3 2022 and has held it in 12 quarters since. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Western Wealth Management held 2,901 shares of Intuit worth $1.25M as of Q1 2026.
Western Wealth Management bought 2,428 Intuit shares in Q1 2026, an estimated $1.16M.
Intuit made up 0.05% of Western Wealth Management's portfolio in Q1 2026, its #376 holding.
Western Wealth Management first reported a position in Intuit in Q3 2022 and has held it in 12 quarters since.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.