BI
INTU icon

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
Q2 		$2.69M Buy
10,304
+4,069
+65% +$1.42M 0.84% 30
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
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 $3.37T AUM 44.26% 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

Berkeley Inc's INTU Position: Q2 2026 in Review

Berkeley Inc increased its Intuit (INTU) stake by 65% in Q2 2026, buying an estimated $1.42M and bringing the position to 10,304 shares worth $2.69M. The position accounts for 0.84% of the portfolio, ranked #30.

Berkeley Inc first reported a position in INTU in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.7M in Q1 2026. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Berkeley Inc held 10,304 shares of Intuit worth $2.69M as of Q2 2026.
  • Berkeley Inc bought 4,069 Intuit shares in Q2 2026, an estimated $1.42M.
  • Intuit made up 0.84% of Berkeley Inc's portfolio in Q2 2026, its #30 holding.
  • Berkeley Inc first reported a position in Intuit in Q2 2025 and has held it in 3 quarters since.
  • Berkeley Inc's Intuit position peaked at $2.7M in Q1 2026.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.