Beta Wealth Group’s Intuit INTU Stock Holding History

Beta Wealth Group’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	$204K	Hold	471	–	–	0.08%	110
2025 Q4	$312K	Buy	+471	New	+$311K	0.13%	102

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

Beta Wealth Group's INTU Position: Q1 2026 in Review

Beta Wealth Group held its Intuit (INTU) position steady in Q1 2026 at 471 shares worth $204K. The position accounts for 0.08% of the portfolio, ranked #110.

Beta Wealth Group first reported a position in INTU in Q4 2025 and has held it in 2 quarters since. The position peaked at $312K in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Beta Wealth Group held 471 shares of Intuit worth $204K as of Q1 2026.
Beta Wealth Group left its Intuit share count unchanged in Q1 2026.
Intuit made up 0.08% of Beta Wealth Group's portfolio in Q1 2026, its #110 holding.
Beta Wealth Group first reported a position in Intuit in Q4 2025 and has held it in 2 quarters since.
Beta Wealth Group's Intuit position peaked at $312K in Q4 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.