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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
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 $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

Baer Investment Advisory's INTU Position: Q1 2026 in Review

Baer Investment Advisory reduced its Intuit (INTU) stake by 34% in Q1 2026, selling an estimated $1.17M and leaving 4,844 shares worth $2.11M. The position accounts for 2.1% of the portfolio, ranked #21.

Baer Investment Advisory first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.01M in Q3 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Baer Investment Advisory held 4,844 shares of Intuit worth $2.11M as of Q1 2026.
  • Baer Investment Advisory sold 2,457 Intuit shares in Q1 2026, an estimated $1.17M.
  • Intuit made up 2.1% of Baer Investment Advisory's portfolio in Q1 2026, its #21 holding.
  • Baer Investment Advisory first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • Baer Investment Advisory's Intuit position peaked at $5.01M in Q3 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Baer Investment Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.