Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$558K Buy
1,291
+726
+128% +$346K 0.14% 73
2025
Q4
$374K Sell
565
-67
-11% -$44.3K 0.09% 83
2025
Q3
$432K Hold
632
0.11% 84
2025
Q2
$497K Buy
632
+8
+1% +$5.41K 0.14% 73
2025
Q1
$383K Buy
624
+1
+0.2% +$601 0.13% 78
2024
Q4
$391K Buy
623
+1
+0.2% +$639 0.13% 75
2024
Q3
$386K Sell
622
-100
-14% -$63.8K 0.14% 75
2024
Q2
$475K Buy
722
+1
+0.1% +$620 0.15% 77
2024
Q1
$469K Buy
721
+1
+0.1% +$638 0.15% 79
2023
Q4
$450K Buy
720
+1
+0.1% +$552 0.17% 74
2023
Q3
$368K Buy
719
+1
+0.1% +$506 0.15% 78
2023
Q2
$329K Sell
718
-2
-0.3% -$876 0.13% 79
2023
Q1
$321K Buy
720
+41
+6% +$16.8K 0.13% 82
2022
Q4
$264K Sell
679
-27
-4% -$10.7K 0.12% 93
2022
Q3
$273K Buy
706
+25
+4% +$10.8K 0.12% 88
2022
Q2
$263K Buy
+681
New +$282K 0.11% 92

Other funds holding INTU

WP Advisors's INTU Position: Q1 2026 in Review

WP Advisors increased its Intuit (INTU) stake by 128% in Q1 2026, buying an estimated $346K and bringing the position to 1,291 shares worth $558K. The position accounts for 0.14% of the portfolio, ranked #73.

WP Advisors first reported a position in INTU in Q2 2022 and has held it in 16 quarters since. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • WP Advisors held 1,291 shares of Intuit worth $558K as of Q1 2026.
  • WP Advisors bought 726 Intuit shares in Q1 2026, an estimated $346K.
  • Intuit made up 0.14% of WP Advisors's portfolio in Q1 2026, its #73 holding.
  • WP Advisors first reported a position in Intuit in Q2 2022 and has held it in 16 quarters since.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.