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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
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% -$9.94M 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

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

Wilson Asset Management's INTU Position: Q1 2026 in Review

Wilson Asset Management reduced its Intuit (INTU) stake by 4.7% in Q1 2026, selling an estimated $897K and leaving 38,525 shares worth $16.7M. The position accounts for 4.7% of the portfolio, ranked #7.

Wilson Asset Management first reported a position in INTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $28.2M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Wilson Asset Management held 38,525 shares of Intuit worth $16.7M as of Q1 2026.
  • Wilson Asset Management sold 1,880 Intuit shares in Q1 2026, an estimated $897K.
  • Intuit made up 4.7% of Wilson Asset Management's portfolio in Q1 2026, its #7 holding.
  • Wilson Asset Management first reported a position in Intuit in Q4 2022 and has held it in 14 quarters since.
  • Wilson Asset Management's Intuit position peaked at $28.2M in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Wilson Asset Management's 13F filing for Q1 2026, filed 12 May 2026.