Berkshire Capital Holdings’s Intuit INTU Stock Holding History

Berkshire Capital Holdings’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	-10	Closed	-$6.83K	–	116
2025 Q3	$6.83K	Hold	10	–	–	﹤0.01%	29
2025 Q2	$7.88K	Hold	10	–	–	﹤0.01%	29
2025 Q1	$6.14K	Hold	10	–	–	﹤0.01%	27
2024 Q4	$6.29K	Hold	10	–	–	﹤0.01%	31
2024 Q3	$6.21K	Hold	10	–	–	﹤0.01%	29
2024 Q2	$6.57K	Hold	10	–	–	﹤0.01%	32
2024 Q1	$6.5K	Hold	10	–	–	﹤0.01%	28
2023 Q4	$6.25K	Hold	10	–	–	﹤0.01%	28
2023 Q3	$5.11K	Hold	10	–	–	﹤0.01%	26
2023 Q2	$4.58K	Hold	10	–	–	﹤0.01%	30
2023 Q1	$4.46K	Hold	10	–	–	﹤0.01%	28
2022 Q4	$3.89K	Hold	10	–	–	﹤0.01%	28
2022 Q3	$4K	Hold	10	–	–	﹤0.01%	29
2022 Q2	$4K	Hold	10	–	–	﹤0.01%	28
2022 Q1	$5K	Hold	10	–	–	﹤0.01%	33
2021 Q4	$6K	Hold	10	–	–	﹤0.01%	34
2021 Q3	$5K	Buy	+10	New	+$5.39K	﹤0.01%	34

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Berkshire Capital Holdings's INTU Position: Q4 2025 in Review

Berkshire Capital Holdings sold out of Intuit (INTU) in Q4 2025, closing a stake of 10 shares — an estimated $6.83K sold.

Berkshire Capital Holdings first reported a position in INTU in Q3 2021 and held it in 17 quarters. The position peaked at $7.88K in Q2 2025. 2,259 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

Berkshire Capital Holdings reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
Berkshire Capital Holdings sold 10 Intuit shares in Q4 2025, an estimated $6.83K.
Berkshire Capital Holdings first reported a position in Intuit in Q3 2021 and held it in 17 quarters.
Berkshire Capital Holdings's Intuit position peaked at $7.88K in Q2 2025.
2,259 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Berkshire Capital Holdings's 13F filing for Q4 2025, filed 9 Feb 2026.