BIA
INTU icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Beacon Investment Advisors's INTU Position: Q1 2026 in Review

Beacon Investment Advisors increased its Intuit (INTU) stake by 25% in Q1 2026, buying an estimated $933K and bringing the position to 9,684 shares worth $4.19M. The position accounts for 1.58% of the portfolio, ranked #14.

Beacon Investment Advisors first reported a position in INTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.42M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Beacon Investment Advisors held 9,684 shares of Intuit worth $4.19M as of Q1 2026.
  • Beacon Investment Advisors bought 1,957 Intuit shares in Q1 2026, an estimated $933K.
  • Intuit made up 1.58% of Beacon Investment Advisors's portfolio in Q1 2026, its #14 holding.
  • Beacon Investment Advisors first reported a position in Intuit in Q4 2022 and has held it in 14 quarters since.
  • Beacon Investment Advisors's Intuit position peaked at $6.42M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.