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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
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% -$9.94M 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 $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

Wilson Asset Management's INTU Position: Q2 2026 in Review

Wilson Asset Management reduced its Intuit (INTU) stake by 19% in Q2 2026, selling an estimated $2.5M and leaving 31,351 shares worth $8.18M. The position accounts for 2.25% of the portfolio, ranked #19.

Wilson Asset Management first reported a position in INTU in Q4 2022 and has held it in 15 quarters since. The position peaked at $28.2M in Q2 2025. 1,750 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Wilson Asset Management held 31,351 shares of Intuit worth $8.18M as of Q2 2026.
  • Wilson Asset Management sold 7,174 Intuit shares in Q2 2026, an estimated $2.5M.
  • Intuit made up 2.25% of Wilson Asset Management's portfolio in Q2 2026, its #19 holding.
  • Wilson Asset Management first reported a position in Intuit in Q4 2022 and has held it in 15 quarters since.
  • Wilson Asset Management's Intuit position peaked at $28.2M in Q2 2025.
  • 1,750 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Wilson Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.