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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Bernardo Wealth Planning's INTU Position: Q2 2026 in Review

Bernardo Wealth Planning sold out of Intuit (INTU) in Q2 2026, closing a stake of 756 shares — an estimated $327K sold.

Bernardo Wealth Planning first reported a position in INTU in Q2 2020 and held it in 24 quarters. The position peaked at $584K in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Bernardo Wealth Planning reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Bernardo Wealth Planning sold 756 Intuit shares in Q2 2026, an estimated $327K.
Bernardo Wealth Planning first reported a position in Intuit in Q2 2020 and held it in 24 quarters.
Bernardo Wealth Planning's Intuit position peaked at $584K in Q2 2025.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.