Beaird Harris Wealth Management’s Intuit INTU Stock Holding History

Beaird Harris Wealth Management’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	$3.13K	Sell	12 -1	-8%	-$348	﹤0.01%	487
2026 Q1	$5.62K	Hold	13	–	–	﹤0.01%	402
2025 Q4	$8.61K	Sell	13 -2	-13%	-$1.32K	﹤0.01%	407
2025 Q3	$10.2K	Buy	15 +3	+25%	+$2.16K	﹤0.01%	384
2025 Q2	$9.45K	Buy	12 +6	+100%	+$4.06K	﹤0.01%	385
2025 Q1	$3.68K	Hold	6	–	–	﹤0.01%	407
2024 Q4	$3.77K	Hold	6	–	–	﹤0.01%	393
2024 Q3	$3.73K	Sell	6 -10	-63%	-$6.38K	﹤0.01%	397
2024 Q2	$10.6K	Sell	16 -13	-45%	-$8.06K	﹤0.01%	368
2024 Q1	$18.9K	Sell	29 -43	-60%	-$27.4K	﹤0.01%	283
2023 Q4	$45K	Buy	+72	New	+$39.7K	﹤0.01%	195
2023 Q1	–	Sell	-48	Closed	-$18.7K	–	596
2022 Q4	$18.7K	Buy	+48	New	+$19K	﹤0.01%	261
2022 Q2	–	Sell	-35	Closed	-$17K	–	503
2022 Q1	$17K	Buy	+35	New	+$17.9K	0.01%	265

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Beaird Harris Wealth Management's INTU Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Intuit (INTU) stake by 7.7% in Q2 2026, selling an estimated $348 and leaving 12 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Beaird Harris Wealth Management first reported a position in INTU in Q1 2022 and has held it in 13 quarters since. The position peaked at $45K in Q4 2023. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Beaird Harris Wealth Management held 12 shares of Intuit worth $3.13K as of Q2 2026.
Beaird Harris Wealth Management sold 1 Intuit share in Q2 2026, an estimated $348.
Intuit made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #487 holding.
Beaird Harris Wealth Management first reported a position in Intuit in Q1 2022 and has held it in 13 quarters since.
Beaird Harris Wealth Management's Intuit position peaked at $45K in Q4 2023.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.