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Beaumont Financial Advisors’s Intuit INTU Stock Holding History

Beaumont Financial 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 		– Sell
-491
Closed -$212K – 393
2026
Q1 		$212K Sell
491
-383
-44% -$183K 0.01% 346
2025
Q4 		$579K Buy
874
+27
+3% +$17.8K 0.04% 214
2025
Q3 		$578K Buy
847
+35
+4% +$25.2K 0.04% 219
2025
Q2 		$640K Buy
812
+217
+36% +$147K 0.05% 198
2025
Q1 		$365K Sell
595
-172
-22% -$103K 0.03% 264
2024
Q4 		$482K Buy
767
+2
+0.3% +$1.28K 0.04% 224
2024
Q3 		$475K Sell
765
-346
-31% -$221K 0.04% 216
2024
Q2 		$730K Buy
1,111
+3
+0.3% +$1.86K 0.06% 174
2024
Q1 		$720K Buy
1,108
+176
+19% +$112K 0.06% 172
2023
Q4 		$583K Buy
932
+25
+3% +$13.8K 0.05% 181
2023
Q3 		$463K Sell
907
-24
-3% -$12.1K 0.05% 184
2023
Q2 		$427K Buy
931
+94
+11% +$41.2K 0.04% 213
2023
Q1 		$373K Buy
837
+4
+0.5% +$1.64K 0.04% 215
2022
Q4 		$324K Sell
833
-1
-0.1% -$397 0.03% 235
2022
Q3 		$323K Sell
834
-1
-0.1% -$432 0.03% 225
2022
Q2 		$322K Sell
835
-243
-23% -$101K 0.03% 226
2022
Q1 		$513K Sell
1,078
-3
-0.3% -$1.54K 0.04% 202
2021
Q4 		$695K Sell
1,081
-172
-14% -$106K 0.05% 176
2021
Q3 		$681K Sell
1,253
-54
-4% -$29.1K 0.05% 177
2021
Q2 		$641K Buy
1,307
+74
+6% +$32.1K 0.05% 179
2021
Q1 		$472K Buy
1,233
+114
+10% +$43.9K 0.04% 201
2020
Q4 		$425K Buy
+1,119
New +$393K 0.04% 217
2020
Q1 		– Sell
-954
Closed -$250K – 259
2019
Q4 		$250K Buy
954
+77
+9% +$20.1K 0.02% 247
2019
Q3 		$233K Buy
877
+13
+2% +$3.58K 0.02% 244
2019
Q2 		$226K Buy
+864
New +$220K 0.02% 226

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

Beaumont Financial Advisors's INTU Position: Q2 2026 in Review

Beaumont Financial Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 491 shares — an estimated $212K sold.

Beaumont Financial Advisors first reported a position in INTU in Q2 2019 and held it in 25 quarters. The position peaked at $730K in Q2 2024. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Beaumont Financial Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Beaumont Financial Advisors sold 491 Intuit shares in Q2 2026, an estimated $212K.
  • Beaumont Financial Advisors first reported a position in Intuit in Q2 2019 and held it in 25 quarters.
  • Beaumont Financial Advisors's Intuit position peaked at $730K in Q2 2024.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.