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Baer Investment Advisory’s Intuit INTU Stock Holding History

Baer Investment Advisory’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 		$1.53M Buy
238
+137
+136% +$47.7K 1.28% 28
2026
Q1 		$1.21M Buy
+101
New +$48.2K 1.21% 27
2025
Q4 		– Sell
-22
Closed -$324K – 43
2025
Q3 		$324K Buy
+22
New +$15.9K 0.28% 38
2025
Q2 		– Hold
0
– – – 30

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

Baer Investment Advisory's INTU Position: Q2 2026 in Review

Baer Investment Advisory reduced its Intuit (INTU) stake by 54% in Q2 2026, selling an estimated $907K and leaving 2,239 shares worth $598K. The position accounts for 0.5% of the portfolio, ranked #37.

Baer Investment Advisory first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.01M in Q3 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Baer Investment Advisory held 2,239 shares of Intuit worth $598K as of Q2 2026.
  • Baer Investment Advisory sold 2,605 Intuit shares in Q2 2026, an estimated $907K.
  • Intuit made up 0.5% of Baer Investment Advisory's portfolio in Q2 2026, its #37 holding.
  • Baer Investment Advisory first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • Baer Investment Advisory's Intuit position peaked at $5.01M in Q3 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Baer Investment Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.