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Beese Fulmer Investment Management’s Intuit INTU Stock Holding History

Beese Fulmer Investment 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
2025
Q4 		– Sell
-334
Closed -$228K – 402
2025
Q3 		$228K Sell
334
-4
-1% -$2.88K 0.02% 273
2025
Q2 		$266K Buy
+338
New +$229K 0.02% 246
2020
Q3 		– Sell
-44
Closed -$13K – 364
2020
Q2 		$13K Buy
+44
New +$12.1K ﹤0.01% 451

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beese Fulmer Investment Management's INTU Position: Q4 2025 in Review

Beese Fulmer Investment Management sold out of Intuit (INTU) in Q4 2025, closing a stake of 334 shares — an estimated $228K sold.

Beese Fulmer Investment Management first reported a position in INTU in Q2 2020 and held it in 3 quarters. The position peaked at $266K in Q2 2025. 2,259 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Beese Fulmer Investment Management reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 334 Intuit shares in Q4 2025, an estimated $228K.
  • Beese Fulmer Investment Management first reported a position in Intuit in Q2 2020 and held it in 3 quarters.
  • Beese Fulmer Investment Management's Intuit position peaked at $266K in Q2 2025.
  • 2,259 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Beese Fulmer Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.