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WPG Advisers’s Intuit INTU Stock Holding History

WPG Advisers’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 		$40.7K Sell
156
-50
-24% -$17.4K 0.02% 357
2026
Q1 		$89.1K Sell
206
-61
-23% -$29.1K 0.07% 167
2025
Q4 		$177K Sell
267
-59
-18% -$39K 0.13% 100
2025
Q3 		$223K Sell
326
-9
-3% -$6.49K 0.17% 80
2025
Q2 		$264K Buy
335
+13
+4% +$8.8K 0.22% 59
2025
Q1 		$198K Sell
322
-92
-22% -$55.2K 0.18% 84
2024
Q4 		$260K Buy
+414
New +$265K 0.24% 72

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 $3.38T AUM 44.17% 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

WPG Advisers's INTU Position: Q2 2026 in Review

WPG Advisers reduced its Intuit (INTU) stake by 24% in Q2 2026, selling an estimated $17.4K and leaving 156 shares worth $40.7K. The position accounts for 0.02% of the portfolio, ranked #357.

WPG Advisers first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $264K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • WPG Advisers held 156 shares of Intuit worth $40.7K as of Q2 2026.
  • WPG Advisers sold 50 Intuit shares in Q2 2026, an estimated $17.4K.
  • Intuit made up 0.02% of WPG Advisers's portfolio in Q2 2026, its #357 holding.
  • WPG Advisers first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Intuit position peaked at $264K in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.