BCMLT
INTU icon

Beacon Capital Management LLC (Tennessee)’s Intuit INTU Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025
Q3 		– Sell
-58
Closed -$45.8K – 560
2025
Q2 		$45.8K Sell
58
-5
-8% -$3.38K 0.01% 349
2025
Q1 		$38.8K Buy
63
+5
+9% +$3K 0.01% 354
2024
Q4 		$36.5K Buy
58
+30
+107% +$19.2K ﹤0.01% 355
2024
Q3 		$17.4K Buy
28
+9
+47% +$5.75K ﹤0.01% 520
2024
Q2 		$12.5K Hold
19
– – ﹤0.01% 531
2024
Q1 		$12.3K Buy
19
+13
+217% +$8.3K ﹤0.01% 540
2023
Q4 		$3.07K Sell
6
-34
-85% -$18.8K ﹤0.01% 733
2023
Q3 		$18.3K Hold
40
– – ﹤0.01% 423
2023
Q2 		$18.3K Buy
+40
New +$17.5K ﹤0.01% 423

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return