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Berkshire Asset Management’s Intuit INTU Stock Holding History

Berkshire Asset Management’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
2025
Q4 		– Sell
-368
Closed -$251K – 278
2025
Q3 		$251K Sell
368
-5
-1% -$3.6K 0.01% 259
2025
Q2 		$294K Sell
373
-25
-6% -$16.9K 0.01% 234
2025
Q1 		$261K Buy
398
+5
+1% +$3K 0.01% 249
2024
Q4 		$235K Buy
+393
New +$251K 0.01% 256

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Berkshire Asset Management's INTU Position: Q4 2025 in Review

Berkshire Asset Management sold out of Intuit (INTU) in Q4 2025, closing a stake of 368 shares — an estimated $251K sold.

Berkshire Asset Management first reported a position in INTU in Q4 2024 and held it in 4 quarters. The position peaked at $294K in Q2 2025. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • Berkshire Asset Management reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
  • Berkshire Asset Management sold 368 Intuit shares in Q4 2025, an estimated $251K.
  • Berkshire Asset Management first reported a position in Intuit in Q4 2024 and held it in 4 quarters.
  • Berkshire Asset Management's Intuit position peaked at $294K in Q2 2025.
  • 2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Berkshire Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.