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Berger Financial Group’s Intuit INTU Stock Holding History

Berger Financial Group’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 		$6.75M Buy
15,620
+12,268
+366% +$5.85M 0.38% 57
2025
Q4 		$2.22M Sell
3,352
-29
-0.9% -$19.2K 0.13% 133
2025
Q3 		$2.31M Sell
3,381
-40
-1% -$28.8K 0.14% 124
2025
Q2 		$2.69M Sell
3,421
-62
-2% -$42K 0.17% 111
2025
Q1 		$2.14M Sell
3,483
-44
-1% -$26.4K 0.15% 121
2024
Q4 		$2.22M Sell
3,527
-72
-2% -$46K 0.15% 120
2024
Q3 		$2.23M Sell
3,599
-208
-5% -$133K 0.16% 114
2024
Q2 		$2.5M Sell
3,807
-69
-2% -$42.8K 0.2% 104
2024
Q1 		$2.52M Sell
3,876
-74
-2% -$47.2K 0.21% 102
2023
Q4 		$2.47M Sell
3,950
-60
-1% -$33.1K 0.26% 92
2023
Q3 		$2.05M Sell
4,010
-167
-4% -$84.5K 0.24% 95
2023
Q2 		$1.91M Sell
4,177
-29
-0.7% -$12.7K 0.22% 95
2023
Q1 		$1.88M Sell
4,206
-122
-3% -$50.1K 0.23% 91
2022
Q4 		$1.68M Sell
4,328
-200
-4% -$79.3K 0.22% 86
2022
Q3 		$1.75M Sell
4,528
-226
-5% -$97.6K 0.26% 87
2022
Q2 		$1.83M Sell
4,754
-711
-13% -$294K 0.27% 75
2022
Q1 		$2.63M Buy
5,465
+206
+4% +$105K 0.33% 73
2021
Q4 		$3.38M Buy
+5,259
New +$3.25M 0.45% 70

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

Berger Financial Group's INTU Position: Q1 2026 in Review

Berger Financial Group increased its Intuit (INTU) stake by 366% in Q1 2026, buying an estimated $5.85M and bringing the position to 15,620 shares worth $6.75M. The position accounts for 0.38% of the portfolio, ranked #57.

Berger Financial Group first reported a position in INTU in Q4 2021 and has held it in 18 quarters since. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Berger Financial Group held 15,620 shares of Intuit worth $6.75M as of Q1 2026.
  • Berger Financial Group bought 12,268 Intuit shares in Q1 2026, an estimated $5.85M.
  • Intuit made up 0.38% of Berger Financial Group's portfolio in Q1 2026, its #57 holding.
  • Berger Financial Group first reported a position in Intuit in Q4 2021 and has held it in 18 quarters since.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.