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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
Q2 		$687K Sell
2,634
-12,986
-83% -$4.52M 0.04% 254
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 $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 $3.38T AUM 44.17% 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

Berger Financial Group's INTU Position: Q2 2026 in Review

Berger Financial Group reduced its Intuit (INTU) stake by 83% in Q2 2026, selling an estimated $4.52M and leaving 2,634 shares worth $687K. The position accounts for 0.04% of the portfolio, ranked #254.

Berger Financial Group first reported a position in INTU in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.75M in Q1 2026. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Berger Financial Group held 2,634 shares of Intuit worth $687K as of Q2 2026.
  • Berger Financial Group sold 12,986 Intuit shares in Q2 2026, an estimated $4.52M.
  • Intuit made up 0.04% of Berger Financial Group's portfolio in Q2 2026, its #254 holding.
  • Berger Financial Group first reported a position in Intuit in Q4 2021 and has held it in 19 quarters since.
  • Berger Financial Group's Intuit position peaked at $6.75M in Q1 2026.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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