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Beacon Investment Advisors’s Intuit INTU Stock Holding History

Beacon Investment Advisors’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 		$2.51M Sell
9,628
-56
-0.6% -$19.5K 0.79% 31
2026
Q1 		$4.19M Buy
9,684
+1,957
+25% +$933K 1.58% 14
2025
Q4 		$5.12M Sell
7,727
-598
-7% -$395K 2.05% 8
2025
Q3 		$5.69M Buy
8,325
+61
+0.7% +$44K 2.33% 6
2025
Q2 		$6.42M Buy
8,264
+13
+0.2% +$8.8K 2.77% 5
2025
Q1 		$5.07M Buy
8,251
+19
+0.2% +$11.4K 2.39% 8
2024
Q4 		$5.17M Buy
8,232
+59
+0.7% +$37.7K 2.43% 7
2024
Q3 		$5.08M Buy
8,173
+53
+0.7% +$33.8K 2.4% 6
2024
Q2 		$5.34M Sell
8,120
-127
-2% -$78.8K 2.73% 6
2024
Q1 		$5.36M Buy
8,247
+31
+0.4% +$19.8K 3.06% 5
2023
Q4 		$5.14M Sell
8,216
-867
-10% -$478K 3.28% 5
2023
Q3 		$4.64M Buy
9,083
+15
+0.2% +$7.59K 3.28% 4
2023
Q2 		$4.15M Buy
9,068
+36
+0.4% +$15.8K 2.84% 6
2023
Q1 		$4.03M Buy
9,032
+9
+0.1% +$3.69K 2.94% 4
2022
Q4 		$3.51M Buy
+9,023
New +$3.58M 2.93% 5

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beacon Investment Advisors's INTU Position: Q2 2026 in Review

Beacon Investment Advisors reduced its Intuit (INTU) stake by 0.58% in Q2 2026, selling an estimated $19.5K and leaving 9,628 shares worth $2.51M. The position accounts for 0.79% of the portfolio, ranked #31.

Beacon Investment Advisors first reported a position in INTU in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.42M in Q2 2025. 1,748 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Beacon Investment Advisors held 9,628 shares of Intuit worth $2.51M as of Q2 2026.
  • Beacon Investment Advisors sold 56 Intuit shares in Q2 2026, an estimated $19.5K.
  • Intuit made up 0.79% of Beacon Investment Advisors's portfolio in Q2 2026, its #31 holding.
  • Beacon Investment Advisors first reported a position in Intuit in Q4 2022 and has held it in 15 quarters since.
  • Beacon Investment Advisors's Intuit position peaked at $6.42M in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.