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Wilkinson Global Asset Management’s Intuit INTU Stock Holding History

Wilkinson Global Asset Management’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 		$15.3M Sell
35,462
-25,193
-42% -$12M 1.17% 24
2025
Q4 		$40.2M Sell
60,655
-1,178
-2% -$778K 2.74% 19
2025
Q3 		$42.2M Buy
61,833
+128
+0.2% +$92.3K 2.66% 18
2025
Q2 		$48.6M Sell
61,705
-2,530
-4% -$1.71M 3.06% 17
2025
Q1 		$39.4M Sell
64,235
-266
-0.4% -$160K 2.47% 20
2024
Q4 		$40.5M Sell
64,501
-158
-0.2% -$101K 2.49% 19
2024
Q3 		$40.2M Sell
64,659
-1,190
-2% -$760K 2.42% 20
2024
Q2 		$43.3M Sell
65,849
-2,965
-4% -$1.84M 2.71% 18
2024
Q1 		$44.7M Sell
68,814
-418
-0.6% -$267K 2.81% 17
2023
Q4 		$43.3M Sell
69,232
-1,528
-2% -$843K 2.99% 14
2023
Q3 		$36.2M Buy
70,760
+254
+0.4% +$129K 2.77% 15
2023
Q2 		$32.3M Sell
70,506
-230
-0.3% -$101K 2.46% 20
2023
Q1 		$31.5M Sell
70,736
-272
-0.4% -$112K 2.49% 18
2022
Q4 		$27.6M Sell
71,008
-713
-1% -$283K 2.3% 19
2022
Q3 		$27.8M Buy
71,721
+315
+0.4% +$136K 2.5% 18
2022
Q2 		$27.5M Sell
71,406
-4,457
-6% -$1.85M 2.35% 19
2022
Q1 		$36.5M Sell
75,863
-13,634
-15% -$6.98M 2.35% 18
2021
Q4 		$57.6M Sell
89,497
-3,171
-3% -$1.96M 3.19% 10
2021
Q3 		$50M Sell
92,668
-2,450
-3% -$1.32M 3.04% 11
2021
Q2 		$46.6M Sell
95,118
-27,437
-22% -$11.9M 2.75% 13
2021
Q1 		$46.9M Buy
+122,555
New +$47.2M 2.97% 10

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

Wilkinson Global Asset Management's INTU Position: Q1 2026 in Review

Wilkinson Global Asset Management reduced its Intuit (INTU) stake by 42% in Q1 2026, selling an estimated $12M and leaving 35,462 shares worth $15.3M. The position accounts for 1.17% of the portfolio, ranked #24.

Wilkinson Global Asset Management first reported a position in INTU in Q1 2021 and has held it in 21 quarters since. The position peaked at $57.6M in Q4 2021. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Wilkinson Global Asset Management held 35,462 shares of Intuit worth $15.3M as of Q1 2026.
  • Wilkinson Global Asset Management sold 25,193 Intuit shares in Q1 2026, an estimated $12M.
  • Intuit made up 1.17% of Wilkinson Global Asset Management's portfolio in Q1 2026, its #24 holding.
  • Wilkinson Global Asset Management first reported a position in Intuit in Q1 2021 and has held it in 21 quarters since.
  • Wilkinson Global Asset Management's Intuit position peaked at $57.6M in Q4 2021.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2026, filed 13 May 2026.