Wharton Business Group’s Intuit INTU Stock Holding History

Wharton Business Group’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	$448K	Hold	1,035	–	–	0.02%	101
2025 Q4	$686K	Hold	1,035	–	–	0.03%	90
2025 Q3	$707K	Hold	1,035	–	–	0.03%	92
2025 Q2	$815K	Hold	1,035	–	–	0.03%	84
2025 Q1	$635K	Hold	1,035	–	–	0.03%	89
2024 Q4	$650K	Hold	1,035	–	–	0.03%	88
2024 Q3	$643K	Sell	1,035 -13	-1%	-$8.3K	0.03%	92
2024 Q2	$689K	Buy	1,048 +13	+1%	+$8.06K	0.04%	85
2024 Q1	$673K	Hold	1,035	–	–	0.03%	86
2023 Q4	$647K	Hold	1,035	–	–	0.03%	85
2023 Q3	$529K	Hold	1,035	–	–	0.03%	91
2023 Q2	$474K	Hold	1,035	–	–	0.03%	91
2023 Q1	$461K	Hold	1,035	–	–	0.03%	94
2022 Q4	$403K	Hold	1,035	–	–	0.02%	101
2022 Q3	$400K	Hold	1,035	–	–	0.03%	92
2022 Q2	$399K	Hold	1,035	–	–	0.03%	95
2022 Q1	$498K	Hold	1,035	–	–	0.03%	88
2021 Q4	$666K	Buy	+1,035	New	+$639K	0.04%	79
2021 Q3	–	Sell	-1,192	Closed	-$584K	–	99
2021 Q2	$584K	Sell	1,192 -80	-6%	-$34.7K	0.05%	73
2021 Q1	$487K	Hold	1,272	–	–	0.04%	78
2020 Q4	$483K	Hold	1,272	–	–	0.04%	72
2020 Q3	$415K	Hold	1,272	–	–	0.04%	76
2020 Q2	$377K	Buy	1,272 +150	+13%	+$41.1K	0.04%	75
2020 Q1	$258K	Hold	1,122	–	–	0.03%	85
2019 Q4	$294K	Buy	+1,122	New	+$293K	0.03%	97

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

Wharton Business Group's INTU Position: Q1 2026 in Review

Wharton Business Group held its Intuit (INTU) position steady in Q1 2026 at 1,035 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #101.

Wharton Business Group first reported a position in INTU in Q4 2019 and has held it in 25 quarters since. The position peaked at $815K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Wharton Business Group held 1,035 shares of Intuit worth $448K as of Q1 2026.
Wharton Business Group left its Intuit share count unchanged in Q1 2026.
Intuit made up 0.02% of Wharton Business Group's portfolio in Q1 2026, its #101 holding.
Wharton Business Group first reported a position in Intuit in Q4 2019 and has held it in 25 quarters since.
Wharton Business Group's Intuit position peaked at $815K in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.