Beacon Financial Strategies’s Intuit INTU Stock Holding History

Beacon Financial Strategies’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	$14.4K	Hold	55	–	–	0.01%	162
2026 Q1	$23.8K	Sell	55 -23	-29%	-$11K	0.01%	107
2025 Q4	$51.7K	Buy	+78	New	+$51.5K	0.03%	76
2024 Q2	–	Sell	-341	Closed	-$222K	–	35
2024 Q1	$222K	Hold	341	–	–	0.16%	33
2023 Q4	$213K	Buy	+341	New	+$188K	0.17%	33
2022 Q1	–	Sell	-396	Closed	-$255K	–	33
2021 Q4	$255K	Sell	396 -2	-0.5%	-$1.24K	0.22%	31
2021 Q3	$215K	Buy	+398	New	+$215K	0.2%	32

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Beacon Financial Strategies's INTU Position: Q2 2026 in Review

Beacon Financial Strategies held its Intuit (INTU) position steady in Q2 2026 at 55 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #162.

Beacon Financial Strategies first reported a position in INTU in Q3 2021 and has held it in 7 quarters since. The position peaked at $255K in Q4 2021. 517 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Beacon Financial Strategies held 55 shares of Intuit worth $14.4K as of Q2 2026.
Beacon Financial Strategies left its Intuit share count unchanged in Q2 2026.
Intuit made up 0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #162 holding.
Beacon Financial Strategies first reported a position in Intuit in Q3 2021 and has held it in 7 quarters since.
Beacon Financial Strategies's Intuit position peaked at $255K in Q4 2021.
517 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.