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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

WPG Advisers's INTU Position: Q1 2026 in Review

WPG Advisers reduced its Intuit (INTU) stake by 23% in Q1 2026, selling an estimated $29.1K and leaving 206 shares worth $89.1K. The position accounts for 0.07% of the portfolio, ranked #167.

WPG Advisers first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $264K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • WPG Advisers held 206 shares of Intuit worth $89.1K as of Q1 2026.
  • WPG Advisers sold 61 Intuit shares in Q1 2026, an estimated $29.1K.
  • Intuit made up 0.07% of WPG Advisers's portfolio in Q1 2026, its #167 holding.
  • WPG Advisers first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • WPG Advisers's Intuit position peaked at $264K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.