Berman McAleer’s Intuit INTU Stock Holding History

Berman McAleer’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	–	Sell	-404	Closed	-$268K	–	165
2025 Q4	$268K	Buy	404 +1	+0.2%	+$661	0.04%	134
2025 Q3	$275K	Buy	+403	New	+$291K	0.04%	135

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

Berman McAleer's INTU Position: Q1 2026 in Review

Berman McAleer sold out of Intuit (INTU) in Q1 2026, closing a stake of 404 shares — an estimated $268K sold.

Berman McAleer first reported a position in INTU in Q3 2025 and held it in 2 quarters. The position peaked at $275K in Q3 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Berman McAleer reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Berman McAleer sold 404 Intuit shares in Q1 2026, an estimated $268K.
Berman McAleer first reported a position in Intuit in Q3 2025 and held it in 2 quarters.
Berman McAleer's Intuit position peaked at $275K in Q3 2025.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Berman McAleer's 13F filing for Q1 2026, filed 17 Apr 2026.