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Westmount Partners’s Intuit INTU Stock Holding History

Westmount Partners’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 		– Sell
-343
Closed -$227K – 273
2025
Q4 		$227K Buy
343
+3
+0.9% +$1.98K 0.06% 231
2025
Q3 		$231K Buy
340
+23
+7% +$16.6K 0.06% 227
2025
Q2 		$250K Buy
+317
New +$215K 0.07% 216
2025
Q1 		– Sell
-337
Closed -$212K – 242
2024
Q4 		$212K Buy
337
+10
+3% +$6.39K 0.06% 202
2024
Q3 		$203K Buy
327
+9
+3% +$5.75K 0.06% 216
2024
Q2 		$207K Hold
318
– – 0.07% 203
2024
Q1 		$207K Buy
+318
New +$203K 0.07% 199

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

Westmount Partners's INTU Position: Q1 2026 in Review

Westmount Partners sold out of Intuit (INTU) in Q1 2026, closing a stake of 343 shares — an estimated $227K sold.

Westmount Partners first reported a position in INTU in Q1 2024 and held it in 7 quarters. The position peaked at $250K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Westmount Partners reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Westmount Partners sold 343 Intuit shares in Q1 2026, an estimated $227K.
  • Westmount Partners first reported a position in Intuit in Q1 2024 and held it in 7 quarters.
  • Westmount Partners's Intuit position peaked at $250K in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Westmount Partners's 13F filing for Q1 2026, filed 16 Apr 2026.