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Whipplewood Advisors’s Intuit INTU Stock Holding History

Whipplewood Advisors’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 		$1.83K Sell
7
-62
-90% -$21.6K ﹤0.01% 444
2026
Q1 		$29.8K Buy
+69
New +$32.9K 0.02% 332
2025
Q3 		– Sell
-143
Closed -$113K – 731
2025
Q2 		$113K Buy
143
+78
+120% +$52.8K 0.06% 221
2025
Q1 		$63.9K Sell
65
-33
-34% -$19.8K 0.04% 274
2024
Q4 		$61.6K Buy
+98
New +$62.6K 0.04% 284

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Whipplewood Advisors's INTU Position: Q2 2026 in Review

Whipplewood Advisors reduced its Intuit (INTU) stake by 90% in Q2 2026, selling an estimated $21.6K and leaving 7 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Whipplewood Advisors first reported a position in INTU in Q4 2024 and has held it in 5 quarters since. The position peaked at $113K in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Whipplewood Advisors held 7 shares of Intuit worth $1.83K as of Q2 2026.
  • Whipplewood Advisors sold 62 Intuit shares in Q2 2026, an estimated $21.6K.
  • Intuit made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #444 holding.
  • Whipplewood Advisors first reported a position in Intuit in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Intuit position peaked at $113K in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.