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WT Wealth Management’s Intuit INTU Stock Holding History

WT Wealth Management’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 		– Sell
-2,431
Closed -$1.61M – 144
2025
Q4 		$1.61M Buy
+2,431
New +$1.61M 0.46% 61
2025
Q1 		– Sell
-3,626
Closed -$2.28M – 134
2024
Q4 		$2.28M Buy
3,626
+93
+3% +$59.4K 0.72% 44
2024
Q3 		$2.17M Buy
3,533
+281
+9% +$179K 0.69% 48
2024
Q2 		$2.14M Sell
3,252
-56
-2% -$34.7K 0.73% 42
2024
Q1 		$2.15M Buy
3,308
+157
+5% +$100K 0.77% 43
2023
Q4 		$1.97M Buy
3,151
+317
+11% +$175K 0.78% 41
2023
Q3 		$1.45M Sell
2,834
-293
-9% -$148K 0.62% 38
2023
Q2 		$1.43M Sell
3,127
-134
-4% -$58.7K 0.59% 44
2023
Q1 		$1.45M Sell
3,261
-203
-6% -$83.3K 0.63% 39
2022
Q4 		$1.35M Buy
3,464
+111
+3% +$44K 0.66% 46
2022
Q3 		$1.3M Sell
3,353
-68
-2% -$29.4K 0.65% 43
2022
Q2 		$1.32M Sell
3,421
-242
-7% -$100K 0.65% 55
2022
Q1 		$1.76M Buy
3,663
+461
+14% +$236K 0.68% 46
2021
Q4 		$2.06M Sell
3,202
-464
-13% -$286K 0.76% 41
2021
Q3 		$1.98M Sell
3,666
-54
-1% -$29.1K 0.76% 39
2021
Q2 		$1.82M Buy
3,720
+276
+8% +$120K 0.74% 42
2021
Q1 		$1.32M Sell
3,444
-573
-14% -$221K 0.61% 50
2020
Q4 		$1.52M Buy
4,017
+947
+31% +$333K 0.83% 42
2020
Q3 		$1M Buy
3,070
+371
+14% +$116K 0.66% 40
2020
Q2 		$799K Buy
2,699
+409
+18% +$112K 0.64% 39
2020
Q1 		$526K Buy
2,290
+460
+25% +$125K 0.55% 40
2019
Q4 		$479K Sell
1,830
-40
-2% -$10.5K 0.36% 50
2019
Q3 		$497K Buy
+1,870
New +$514K 0.43% 48

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

WT Wealth Management's INTU Position: Q1 2026 in Review

WT Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 2,431 shares — an estimated $1.61M sold.

WT Wealth Management first reported a position in INTU in Q3 2019 and held it in 23 quarters. The position peaked at $2.28M in Q4 2024. 2,021 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • WT Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • WT Wealth Management sold 2,431 Intuit shares in Q1 2026, an estimated $1.61M.
  • WT Wealth Management first reported a position in Intuit in Q3 2019 and held it in 23 quarters.
  • WT Wealth Management's Intuit position peaked at $2.28M in Q4 2024.
  • 2,021 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on WT Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.