Baker Tilly Wealth Management’s Intuit INTU Stock Holding History

Baker Tilly 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 Q3	$289K	Buy	1,049 +129	+14%	+$40.5K	0.06%	237
2026 Q2	$240K	Buy	+920	New	+$320K	0.05%	251
2026 Q1	–	Sell	-473	Closed	-$313K	–	300
2025 Q4	$313K	Sell	473 -3	-0.6%	-$1.98K	0.08%	213
2025 Q3	$325K	Buy	476 +154	+48%	+$111K	0.07%	202
2025 Q2	$254K	Buy	+322	New	+$218K	0.09%	207
2024 Q1	–	Sell	-1,335	Closed	-$834K	–	441
2023 Q4	$834K	Sell	1,335 -15	-1%	-$8.27K	0.14%	165
2023 Q3	$690K	Sell	1,350 -540	-29%	-$273K	0.11%	183
2023 Q2	$866K	Buy	1,890 +1,028	+119%	+$450K	0.09%	226
2023 Q1	$384K	Buy	+862	New	+$354K	0.04%	399
2022 Q1	–	Sell	-369	Closed	-$237K	–	543
2021 Q4	$237K	Buy	+369	New	+$228K	0.03%	471

Other funds holding INTU

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Baker Tilly Wealth Management's INTU Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Intuit (INTU) stake by 14% in Q3 2026, buying an estimated $40.5K and bringing the position to 1,049 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #237.

Baker Tilly Wealth Management first reported a position in INTU in Q4 2021 and has held it in 10 quarters since. The position peaked at $866K in Q2 2023. 71 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Baker Tilly Wealth Management held 1,049 shares of Intuit worth $289K as of Q3 2026.
Baker Tilly Wealth Management bought 129 Intuit shares in Q3 2026, an estimated $40.5K.
Intuit made up 0.06% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #237 holding.
Baker Tilly Wealth Management first reported a position in Intuit in Q4 2021 and has held it in 10 quarters since.
Baker Tilly Wealth Management's Intuit position peaked at $866K in Q2 2023.
71 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.