Whalerock Point Partners’s Intuit INTU Stock Holding History

Whalerock Point 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 Q2	$367K	Sell	1,406 -50	-3%	-$17.4K	0.06%	155
2026 Q1	$630K	Hold	1,456	–	–	0.12%	102
2025 Q4	$964K	Hold	1,456	–	–	0.18%	75
2025 Q3	$994K	Hold	1,456	–	–	0.2%	71
2025 Q2	$1.15M	Buy	1,456 +4	+0.3%	+$2.71K	0.25%	65
2025 Q1	$892K	Buy	1,452 +10	+0.7%	+$6K	0.21%	71
2024 Q4	$906K	Hold	1,442	–	–	0.21%	68
2024 Q3	$895K	Buy	1,442 +266	+23%	+$170K	0.21%	71
2024 Q2	$773K	Hold	1,176	–	–	0.21%	75
2024 Q1	$764K	Hold	1,176	–	–	0.21%	77
2023 Q4	$735K	Hold	1,176	–	–	0.23%	75
2023 Q3	$601K	Hold	1,176	–	–	0.21%	79
2023 Q2	$539K	Buy	1,176 +31	+3%	+$13.6K	0.18%	81
2023 Q1	$510K	Hold	1,145	–	–	0.19%	80
2022 Q4	$446K	Buy	1,145 +30	+3%	+$11.9K	0.18%	85
2022 Q3	$432K	Hold	1,115	–	–	0.19%	82
2022 Q2	$430K	Hold	1,115	–	–	0.18%	84
2022 Q1	$536K	Hold	1,115	–	–	0.19%	82
2021 Q4	$717K	Hold	1,115	–	–	0.25%	72
2021 Q3	$602K	Hold	1,115	–	–	0.23%	75
2021 Q2	$547K	Hold	1,115	–	–	0.21%	84
2021 Q1	$427K	Hold	1,115	–	–	0.19%	86
2020 Q4	$424K	Buy	1,115 +772	+225%	+$271K	0.2%	82
2020 Q3	$343K	Sell	343 -657	-66%	-$206K	0.19%	85
2020 Q2	$296K	Hold	1,000	–	–	0.17%	91
2020 Q1	$230K	Hold	1,000	–	–	0.16%	97
2019 Q4	$262K	Hold	1,000	–	–	0.14%	123
2019 Q3	$266K	Hold	1,000	–	–	0.14%	123
2019 Q2	$261K	Hold	1,000	–	–	0.15%	120
2019 Q1	$261K	Buy	+1,000	New	+$231K	0.17%	110

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 $3.37T AUM 44.26% 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

Whalerock Point Partners's INTU Position: Q2 2026 in Review

Whalerock Point Partners reduced its Intuit (INTU) stake by 3.4% in Q2 2026, selling an estimated $17.4K and leaving 1,406 shares worth $367K. The position accounts for 0.06% of the portfolio, ranked #155.

Whalerock Point Partners first reported a position in INTU in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.15M in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Whalerock Point Partners held 1,406 shares of Intuit worth $367K as of Q2 2026.
Whalerock Point Partners sold 50 Intuit shares in Q2 2026, an estimated $17.4K.
Intuit made up 0.06% of Whalerock Point Partners's portfolio in Q2 2026, its #155 holding.
Whalerock Point Partners first reported a position in Intuit in Q1 2019 and has held it in 30 quarters since.
Whalerock Point Partners's Intuit position peaked at $1.15M in Q2 2025.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Whalerock Point Partners's 13F filing for Q2 2026, filed 13 Aug 2026.