BWCS
INTU icon

Beirne Wealth Consulting Services’s Intuit INTU Stock Holding History

Beirne Wealth Consulting Services’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
-1,019
Closed -$696K – 168
2025
Q3 		$696K Buy
+1,019
New +$735K 0.17% 83
2024
Q1 		– Sell
-396
Closed -$248K – 126
2023
Q4 		$248K Buy
+396
New +$218K 0.12% 120
2021
Q1 		– Sell
-621
Closed -$236K – 138
2020
Q4 		$236K Sell
621
-31
-5% -$10.9K 0.12% 131
2020
Q3 		$213K Buy
+652
New +$204K 0.12% 124

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.61T AUM 30.72% 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 $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beirne Wealth Consulting Services's INTU Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of Intuit (INTU) in Q4 2025, closing a stake of 1,019 shares — an estimated $696K sold.

Beirne Wealth Consulting Services first reported a position in INTU in Q3 2020 and held it in 4 quarters. The position peaked at $696K in Q3 2025. 2,259 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Beirne Wealth Consulting Services reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 1,019 Intuit shares in Q4 2025, an estimated $696K.
  • Beirne Wealth Consulting Services first reported a position in Intuit in Q3 2020 and held it in 4 quarters.
  • Beirne Wealth Consulting Services's Intuit position peaked at $696K in Q3 2025.
  • 2,259 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.