Berkeley Inc’s Intuit INTU Stock Holding History

Berkeley Inc’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	$2.7M	Buy	+6,235	New	+$2.97M	0.9%	32
2025 Q3	–	Sell	-289	Closed	-$228K	–	78
2025 Q2	$228K	Buy	+289	New	+$196K	0.08%	74

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Berkeley Inc's INTU Position: Q1 2026 in Review

Berkeley Inc opened a new position in Intuit (INTU) in Q1 2026: 6,235 shares worth $2.7M. The stake represents 0.9% of the portfolio and ranks #32 among its holdings. This is a return to the name: Berkeley Inc previously reported a position in INTU as recently as Q2 2025.

Berkeley Inc first reported a position in INTU in Q2 2025 and has held it in 2 quarters since. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Berkeley Inc held 6,235 shares of Intuit worth $2.7M as of Q1 2026.
Intuit was a new Berkeley Inc position in Q1 2026.
Intuit made up 0.9% of Berkeley Inc's portfolio in Q1 2026, its #32 holding.
Berkeley Inc first reported a position in Intuit in Q2 2025 and has held it in 2 quarters since.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.