World Investment Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.26M Sell
2,992
-766
-20% -$267K 0.02% 633
2026
Q1
$1.63M Sell
3,758
-2,060
-35% -$983K 0.03% 546
2025
Q4
$3.85M Buy
5,818
+1,206
+26% +$797K 0.06% 313
2025
Q3
$3.15M Buy
4,612
+2,350
+104% +$1.69M 0.06% 309
2025
Q2
$1.78M Buy
2,262
+1,076
+91% +$728K 0.04% 398
2025
Q1
$728K Buy
1,186
+192
+19% +$115K 0.02% 587
2024
Q4
$625K Buy
994
+670
+207% +$428K 0.02% 602
2024
Q3
$201K Buy
+324
New +$207K 0.01% 873

Other funds holding INTU

World Investment Advisors's INTU Position: Q2 2026 in Review

World Investment Advisors reduced its Intuit (INTU) stake by 20% in Q2 2026, selling an estimated $267K and leaving 2,992 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #633.

World Investment Advisors first reported a position in INTU in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.85M in Q4 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • World Investment Advisors held 2,992 shares of Intuit worth $1.26M as of Q2 2026.
  • World Investment Advisors sold 766 Intuit shares in Q2 2026, an estimated $267K.
  • Intuit made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #633 holding.
  • World Investment Advisors first reported a position in Intuit in Q3 2024 and has held it in 8 quarters since.
  • World Investment Advisors's Intuit position peaked at $3.85M in Q4 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.