Wilson Asset Management
INTU icon

Wilson Asset Management’s Intuit INTU Stock Holding History

Wilson 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
Q3 		$8.64M Hold
31,351
– – 2.47% 17
2026
Q2 		$8.18M Sell
31,351
-7,174
-19% -$2.5M 2.25% 19
2026
Q1 		$16.7M Sell
38,525
-1,880
-5% -$897K 4.7% 7
2025
Q4 		$26.8M Hold
40,405
– – 6.87% 2
2025
Q3 		$27.6M Buy
40,405
+4,568
+13% +$3.29M 6.83% 2
2025
Q2 		$28.2M Sell
35,837
-1,540
-4% -$1.04M 6.94% 1
2025
Q1 		$22.9M Buy
37,377
+2,921
+8% +$1.75M 6.13% 3
2024
Q4 		$21.7M Sell
34,456
-5,911
-15% -$3.78M 5.61% 2
2024
Q3 		$25.1M Buy
40,367
+2,644
+7% +$1.69M 6.08% 1
2024
Q2 		$24.8M Buy
37,723
+10,674
+39% +$6.62M 6.5% 3
2024
Q1 		$17.6M Sell
27,049
-3,227
-11% -$2.06M 4.54% 11
2023
Q4 		$18.9M Sell
30,276
-18,018
-37% -$9.9M 5.28% 9
2023
Q3 		$24.7M Sell
48,294
-3,450
-7% -$1.75M 7.1% 2
2023
Q2 		$23.7M Buy
51,744
+7,244
+16% +$3.17M 6.46% 5
2023
Q1 		$19.8M Buy
44,500
+17,754
+66% +$7.29M 5.5% 7
2022
Q4 		$10.4M Buy
+26,746
New +$10.6M 3.16% 14

Other funds holding INTU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Wilson Asset Management's INTU Position: Q3 2026 in Review

Wilson Asset Management held its Intuit (INTU) position steady in Q3 2026 at 31,351 shares worth $8.64M. The position accounts for 2.47% of the portfolio, ranked #17.

Wilson Asset Management first reported a position in INTU in Q4 2022 and has held it in 16 quarters since. The position peaked at $28.2M in Q2 2025. 1,003 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Wilson Asset Management held 31,351 shares of Intuit worth $8.64M as of Q3 2026.
  • Wilson Asset Management left its Intuit share count unchanged in Q3 2026.
  • Intuit made up 2.47% of Wilson Asset Management's portfolio in Q3 2026, its #17 holding.
  • Wilson Asset Management first reported a position in Intuit in Q4 2022 and has held it in 16 quarters since.
  • Wilson Asset Management's Intuit position peaked at $28.2M in Q2 2025.
  • 1,003 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Wilson Asset Management's 13F filing for Q3 2026, filed 26 Oct 2026.