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 Q2	–	Sell	-471	Closed	-$204K	–	116
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 $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

Beta Wealth Group's INTU Position: Q2 2026 in Review

Beta Wealth Group sold out of Intuit (INTU) in Q2 2026, closing a stake of 471 shares — an estimated $204K sold.

Beta Wealth Group first reported a position in INTU in Q4 2025 and held it in 2 quarters. The position peaked at $312K in Q4 2025. 1,746 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Beta Wealth Group reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Beta Wealth Group sold 471 Intuit shares in Q2 2026, an estimated $204K.
Beta Wealth Group first reported a position in Intuit in Q4 2025 and held it in 2 quarters.
Beta Wealth Group's Intuit position peaked at $312K in Q4 2025.
1,746 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.