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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baker Tilly Wealth Management's INTU Position: Q2 2026 in Review

Baker Tilly Wealth Management opened a new position in Intuit (INTU) in Q2 2026: 920 shares worth $240K. The stake represents 0.05% of the portfolio and ranks #251 among its holdings. This is a return to the name: Baker Tilly Wealth Management previously reported a position in INTU as recently as Q4 2025.

Baker Tilly Wealth Management first reported a position in INTU in Q4 2021 and has held it in 9 quarters since. The position peaked at $866K in Q2 2023. 1,736 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Baker Tilly Wealth Management held 920 shares of Intuit worth $240K as of Q2 2026.
Intuit was a new Baker Tilly Wealth Management position in Q2 2026.
Intuit made up 0.05% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #251 holding.
Baker Tilly Wealth Management first reported a position in Intuit in Q4 2021 and has held it in 9 quarters since.
Baker Tilly Wealth Management's Intuit position peaked at $866K in Q2 2023.
1,736 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.