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Williams Jones Wealth Management’s Intuit INTU Stock Holding History

Williams Jones Wealth 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 		$122M Sell
282,597
-70,110
-20% -$33.4M 1.5% 17
2025
Q4 		$234M Buy
352,707
+21,700
+7% +$14.3M 2.64% 8
2025
Q3 		$226M Buy
331,007
+16,248
+5% +$11.7M 2.59% 8
2025
Q2 		$248M Buy
314,759
+2,814
+0.9% +$1.9M 2.96% 6
2025
Q1 		$192M Sell
311,945
-6,762
-2% -$4.06M 2.45% 8
2024
Q4 		$200M Sell
318,707
-6,446
-2% -$4.12M 2.42% 9
2024
Q3 		$202M Buy
325,153
+1,017
+0.3% +$649K 2.37% 9
2024
Q2 		$213M Buy
324,136
+7,325
+2% +$4.54M 2.64% 7
2024
Q1 		$206M Buy
316,811
+13,515
+4% +$8.63M 2.62% 7
2023
Q4 		$190M Buy
303,296
+7,915
+3% +$4.37M 2.65% 9
2023
Q3 		$151M Buy
295,381
+12,487
+4% +$6.32M 2.32% 9
2023
Q2 		$130M Buy
282,894
+24,906
+10% +$10.9M 1.94% 13
2023
Q1 		$115M Buy
257,988
+15,892
+7% +$6.52M 1.8% 14
2022
Q4 		$94.2M Sell
242,096
-6,689
-3% -$2.65M 1.58% 22
2022
Q3 		$96.4M Buy
248,785
+1,483
+0.6% +$641K 1.68% 19
2022
Q2 		$95.3M Sell
247,302
-588
-0.2% -$243K 1.54% 21
2022
Q1 		$119M Sell
247,890
-10,905
-4% -$5.58M 1.66% 20
2021
Q4 		$166M Buy
258,795
+85
+0% +$52.5K 2.08% 14
2021
Q3 		$140M Sell
258,710
-1,955
-0.8% -$1.05M 1.95% 16
2021
Q2 		$128M Buy
260,665
+6,631
+3% +$2.88M 1.79% 18
2021
Q1 		$97.3M Buy
254,034
+14,345
+6% +$5.52M 1.52% 20
2020
Q4 		$91M Buy
239,689
+20,277
+9% +$7.12M 1.48% 23
2020
Q3 		$71.6M Buy
219,412
+36,229
+20% +$11.3M 1.32% 26
2020
Q2 		$54.3M Buy
183,183
+59,627
+48% +$16.4M 1.11% 29
2020
Q1 		$28.4M Buy
123,556
+462
+0.4% +$125K 0.74% 36
2019
Q4 		$32.2M Buy
123,094
+2,048
+2% +$536K 0.62% 48
2019
Q3 		$32.2M Buy
+121,046
New +$33.3M 0.66% 48

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

Williams Jones Wealth Management's INTU Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Intuit (INTU) stake by 20% in Q1 2026, selling an estimated $33.4M and leaving 282,597 shares worth $122M. The position accounts for 1.5% of the portfolio, ranked #17.

Williams Jones Wealth Management first reported a position in INTU in Q3 2019 and has held it in 27 quarters since. The position peaked at $248M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Williams Jones Wealth Management held 282,597 shares of Intuit worth $122M as of Q1 2026.
  • Williams Jones Wealth Management sold 70,110 Intuit shares in Q1 2026, an estimated $33.4M.
  • Intuit made up 1.5% of Williams Jones Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Williams Jones Wealth Management first reported a position in Intuit in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Intuit position peaked at $248M in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.