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WSFS Capital Management, LLC

SEC CIK
0001700481
Latest filing
Aug 3, 2026

INTU holding history

Intuit Inc. in every 13F filed by WSFS Capital Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

INTU overviewAll 13F holders of INTUFull Q2 2026 holdings

Shares (Q2 2026)
11,894
Value
$3.10M
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of INTU by WSFS Capital Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,894$3.10M0.1%−3,601−23.2%ReducedHolders
Q1 202615,495$6.70M0.3%+12,876+491.6%AddedHolders
Q4 20252,619$1.73M0.1%−721−21.6%ReducedHolders
Q3 20253,340$2.28M0.1%+2,153+181.4%AddedHolders
Q2 20251,187$934.9K0.1%+122+11.5%AddedHolders
Q1 20251,065$653.9K<0.1%−264−19.9%ReducedHolders
Q4 20241,329$835.3K<0.1%−308−18.8%ReducedHolders
Q3 20241,637$1.02M0.1%+8+0.5%AddedHolders
Q2 20241,629$1.07M0.1%+6+0.4%AddedHolders
Q1 20241,623$1.06M0.1%−49−2.9%ReducedHolders
Q4 20231,672$1.05M0.1%−5−0.3%ReducedHolders
Q3 20231,677$856.9K0.1%+926+123.3%AddedHolders
Q2 2023751$344.1K<0.1%+134+21.7%AddedHolders
Q1 2023617$275.1K<0.1%00.0%UnchangedHolders
Q4 2022617$240.1K<0.1%+617NewHolders