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WP Advisors’s Intuit INTU Stock Holding History

WP Advisors’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 		$1.66M Buy
6,343
+5,052
+391% +$1.76M 0.4% 41
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

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

WP Advisors's INTU Position: Q2 2026 in Review

WP Advisors increased its Intuit (INTU) stake by 391% in Q2 2026, buying an estimated $1.76M and bringing the position to 6,343 shares worth $1.66M. The position accounts for 0.4% of the portfolio, ranked #41.

WP Advisors first reported a position in INTU in Q2 2022 and has held it in 17 quarters since. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • WP Advisors held 6,343 shares of Intuit worth $1.66M as of Q2 2026.
  • WP Advisors bought 5,052 Intuit shares in Q2 2026, an estimated $1.76M.
  • Intuit made up 0.4% of WP Advisors's portfolio in Q2 2026, its #41 holding.
  • WP Advisors first reported a position in Intuit in Q2 2022 and has held it in 17 quarters since.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.