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Bell Investment Advisors’s Intuit INTU Stock Holding History

Bell Investment 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 		$396K Sell
917
-45
-5% -$21.5K 0.06% 92
2025
Q4 		$637K Buy
962
+37
+4% +$24.4K 0.1% 70
2025
Q3 		$632K Sell
925
-10
-1% -$7.21K 0.1% 67
2025
Q2 		$736K Buy
935
+10
+1% +$6.77K 0.13% 63
2025
Q1 		$568K Sell
925
-3
-0.3% -$1.8K 0.1% 61
2024
Q4 		$583K Sell
928
-5
-0.5% -$3.19K 0.11% 61
2024
Q3 		$579K Sell
933
-62
-6% -$39.6K 0.11% 62
2024
Q2 		$654K Buy
995
+5
+0.5% +$3.1K 0.13% 58
2024
Q1 		$644K Buy
990
+2
+0.2% +$1.28K 0.13% 60
2023
Q4 		$618K Buy
988
+105
+12% +$57.9K 0.13% 55
2023
Q3 		$451K Buy
883
+709
+407% +$359K 0.1% 61
2023
Q2 		$79.7K Buy
174
+4
+2% +$1.75K 0.02% 129
2023
Q1 		$75.8K Buy
170
+15
+10% +$6.16K 0.02% 128
2022
Q4 		$60.3K Sell
155
-30
-16% -$11.9K 0.02% 143
2022
Q3 		$72K Buy
185
+34
+23% +$14.7K 0.02% 97
2022
Q2 		$58K Buy
+151
New +$62.5K 0.02% 124
2021
Q4 		$129K Buy
200
+14
+8% +$8.64K 0.04% 88
2021
Q3 		$100K Buy
+186
New +$100K 0.03% 95

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

Bell Investment Advisors's INTU Position: Q1 2026 in Review

Bell Investment Advisors reduced its Intuit (INTU) stake by 4.7% in Q1 2026, selling an estimated $21.5K and leaving 917 shares worth $396K. The position accounts for 0.06% of the portfolio, ranked #92.

Bell Investment Advisors first reported a position in INTU in Q3 2021 and has held it in 18 quarters since. The position peaked at $736K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Bell Investment Advisors held 917 shares of Intuit worth $396K as of Q1 2026.
  • Bell Investment Advisors sold 45 Intuit shares in Q1 2026, an estimated $21.5K.
  • Intuit made up 0.06% of Bell Investment Advisors's portfolio in Q1 2026, its #92 holding.
  • Bell Investment Advisors first reported a position in Intuit in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Intuit position peaked at $736K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.