Bay Harbor Wealth Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$261 Sell
1
-7
-88% -$2.44K ﹤0.01% 1155
2026
Q1
$3.46K Sell
8
-7
-47% -$3.34K ﹤0.01% 426
2025
Q4
$9.94K Buy
15
+7
+88% +$4.63K ﹤0.01% 181
2025
Q3
$5.46K Buy
8
+1
+14% +$721 ﹤0.01% 190
2025
Q2
$5.51K Buy
7
+5
+250% +$3.38K ﹤0.01% 174
2025
Q1
$1.23K Buy
+2
New +$1.2K ﹤0.01% 261

Other funds holding INTU

Bay Harbor Wealth Management's INTU Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Intuit (INTU) stake by 88% in Q2 2026, selling an estimated $2.44K and leaving 1 share worth $261. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Bay Harbor Wealth Management first reported a position in INTU in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.94K in Q4 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Bay Harbor Wealth Management held 1 share of Intuit worth $261 as of Q2 2026.
  • Bay Harbor Wealth Management sold 7 Intuit shares in Q2 2026, an estimated $2.44K.
  • Intuit made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1155 holding.
  • Bay Harbor Wealth Management first reported a position in Intuit in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Intuit position peaked at $9.94K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.