Bernardo Wealth Planning’s Intuit INTU Stock Holding History

Bernardo Wealth Planning’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 Q3	$448K	Buy	+1,626	New	+$511K	0.04%	133
2026 Q2	–	Sell	-756	Closed	-$327K	–	141
2026 Q1	$327K	Buy	756 +4	+0.5%	+$1.91K	0.06%	94
2025 Q4	$498K	Buy	752 +23	+3%	+$15.2K	0.09%	77
2025 Q3	$498K	Sell	729 -13	-2%	-$9.37K	0.1%	74
2025 Q2	$584K	Buy	742 +18	+2%	+$12.2K	0.13%	67
2025 Q1	$445K	Sell	724 -7	-1%	-$4.2K	0.11%	72
2024 Q4	$456K	Buy	731 +13	+2%	+$8.31K	0.11%	66
2024 Q3	$437K	Sell	718 -4	-0.6%	-$2.55K	0.11%	69
2024 Q2	$475K	Buy	722 +3	+0.4%	+$1.86K	0.13%	60
2024 Q1	$467K	Hold	719	–	–	0.13%	61
2023 Q4	$449K	Buy	719 +1	+0.1%	+$552	0.14%	59
2023 Q3	$367K	Hold	718	–	–	0.15%	60
2023 Q2	$329K	Hold	718	–	–	0.13%	62
2023 Q1	$320K	Hold	718	–	–	0.14%	64
2022 Q4	$279K	Hold	718	–	–	0.13%	70
2022 Q3	$299K	Hold	718	–	–	0.17%	63
2022 Q2	$276K	Hold	718	–	–	0.16%	64
2022 Q1	$345K	Hold	718	–	–	0.17%	61
2021 Q4	$461K	Hold	718	–	–	0.23%	48
2021 Q3	$387K	Buy	718 +23	+3%	+$12.4K	0.22%	51
2021 Q2	$340K	Hold	695	–	–	0.2%	57
2021 Q1	$266K	Sell	695 -29	-4%	-$11.2K	0.17%	62
2020 Q4	$275K	Hold	724	–	–	0.11%	141
2020 Q3	$236K	Hold	724	–	–	0.11%	137
2020 Q2	$214K	Buy	+724	New	+$199K	0.11%	126

Other funds holding INTU

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Bernardo Wealth Planning's INTU Position: Q3 2026 in Review

Bernardo Wealth Planning opened a new position in Intuit (INTU) in Q3 2026: 1,626 shares worth $448K. The stake represents 0.04% of the portfolio and ranks #133 among its holdings. This is a return to the name: Bernardo Wealth Planning previously reported a position in INTU as recently as Q1 2026.

Bernardo Wealth Planning first reported a position in INTU in Q2 2020 and has held it in 25 quarters since. The position peaked at $584K in Q2 2025. 507 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Bernardo Wealth Planning held 1,626 shares of Intuit worth $448K as of Q3 2026.
Intuit was a new Bernardo Wealth Planning position in Q3 2026.
Intuit made up 0.04% of Bernardo Wealth Planning's portfolio in Q3 2026, its #133 holding.
Bernardo Wealth Planning first reported a position in Intuit in Q2 2020 and has held it in 25 quarters since.
Bernardo Wealth Planning's Intuit position peaked at $584K in Q2 2025.
507 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.