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	–	559
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s INTU Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Intuit (INTU) in Q3 2025, closing a stake of 58 shares — an estimated $45.8K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in INTU in Q2 2023 and held it in 9 quarters. The position peaked at $45.8K in Q2 2025. 2,196 funds tracked by Wall St. Rank hold INTU as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Intuit position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 58 Intuit shares in Q3 2025, an estimated $45.8K.
Beacon Capital Management LLC (Tennessee) first reported a position in Intuit in Q2 2023 and held it in 9 quarters.
Beacon Capital Management LLC (Tennessee)'s Intuit position peaked at $45.8K in Q2 2025.
2,196 funds tracked by Wall St. Rank held Intuit as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.