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Beacon Pointe Advisors’s Intuit INTU Stock Holding History

Beacon Pointe 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 		$3.78M Buy
8,749
+2,581
+42% +$1.23M 0.02% 543
2025
Q4 		$4.09M Buy
6,168
+960
+18% +$634K 0.03% 435
2025
Q3 		$3.56M Buy
5,208
+68
+1% +$49K 0.03% 426
2025
Q2 		$4.05M Buy
5,140
+501
+11% +$339K 0.04% 357
2025
Q1 		$2.85M Sell
4,639
-188
-4% -$113K 0.03% 396
2024
Q4 		$3.03M Sell
4,827
-1,461
-23% -$934K 0.03% 364
2024
Q3 		$3.91M Sell
6,288
-740
-11% -$472K 0.05% 340
2024
Q2 		$4.62M Sell
7,028
-107
-1% -$66.4K 0.05% 301
2024
Q1 		$4.64M Sell
7,135
-1,585
-18% -$1.01M 0.05% 301
2023
Q4 		$5.45M Sell
8,720
-1,072
-11% -$591K 0.07% 261
2023
Q3 		$5M Buy
9,792
+3,011
+44% +$1.52M 0.06% 260
2023
Q2 		$3.11M Sell
6,781
-1,760
-21% -$771K 0.05% 299
2023
Q1 		$3.81M Buy
8,541
+1,617
+23% +$664K 0.06% 264
2022
Q4 		$2.7M Buy
6,924
+385
+6% +$153K 0.05% 301
2022
Q3 		$2.53M Sell
6,539
-1,301
-17% -$562K 0.06% 269
2022
Q2 		$3.02M Sell
7,840
-9,698
-55% -$4.02M 0.06% 257
2022
Q1 		$8.43M Buy
17,538
+12,126
+224% +$6.21M 0.12% 176
2021
Q4 		$3.48M Sell
5,412
-7,792
-59% -$4.81M 0.09% 182
2021
Q3 		$7.12M Buy
13,204
+9,441
+251% +$5.09M 0.18% 135
2021
Q2 		$1.84M Buy
3,763
+1,822
+94% +$790K 0.07% 234
2021
Q1 		$745K Buy
1,941
+183
+10% +$70.5K 0.05% 242
2020
Q4 		$668K Buy
1,758
+234
+15% +$82.2K 0.05% 239
2020
Q3 		$497K Hold
1,524
– – 0.05% 231
2020
Q2 		$452K Buy
1,524
+3
+0.2% +$823 0.05% 247
2020
Q1 		$350K Sell
1,521
-292
-16% -$79.1K 0.06% 210
2019
Q4 		$474K Buy
1,813
+492
+37% +$129K 0.15% 133
2019
Q3 		$350K Buy
1,321
+14
+1% +$3.85K 0.15% 124
2019
Q2 		$341K Sell
1,307
-99
-7% -$25.2K 0.12% 149
2019
Q1 		$367K Hold
1,406
– – 0.14% 134
2018
Q4 		$277K Buy
+1,406
New +$293K 0.17% 132

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 Pointe Advisors's INTU Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Intuit (INTU) stake by 42% in Q1 2026, buying an estimated $1.23M and bringing the position to 8,749 shares worth $3.78M. The position accounts for 0.02% of the portfolio, ranked #543.

Beacon Pointe Advisors first reported a position in INTU in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.43M in Q1 2022. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Beacon Pointe Advisors held 8,749 shares of Intuit worth $3.78M as of Q1 2026.
  • Beacon Pointe Advisors bought 2,581 Intuit shares in Q1 2026, an estimated $1.23M.
  • Intuit made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #543 holding.
  • Beacon Pointe Advisors first reported a position in Intuit in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's Intuit position peaked at $8.43M in Q1 2022.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.