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Wilkerson Advisory Group’s Intuit INTU Stock Holding History

Wilkerson Advisory 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
Q2 		$9.92K Sell
38
-20
-34% -$6.97K ﹤0.01% 426
2026
Q1 		$25.1K Buy
58
+23
+66% +$11K 0.01% 270
2025
Q4 		$23.2K Buy
+35
New +$23.1K 0.01% 223

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wilkerson Advisory Group's INTU Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Intuit (INTU) stake by 34% in Q2 2026, selling an estimated $6.97K and leaving 38 shares worth $9.92K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Wilkerson Advisory Group first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.1K in Q1 2026. 1,741 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Wilkerson Advisory Group held 38 shares of Intuit worth $9.92K as of Q2 2026.
  • Wilkerson Advisory Group sold 20 Intuit shares in Q2 2026, an estimated $6.97K.
  • Intuit made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #426 holding.
  • Wilkerson Advisory Group first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Intuit position peaked at $25.1K in Q1 2026.
  • 1,741 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.