Betterment LLC
INTU icon

Betterment LLC’s Intuit INTU Stock Holding History

Betterment LLC’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 		$393K Buy
908
+124
+16% +$59.1K ﹤0.01% 483
2025
Q4 		$519K Buy
784
+5
+0.6% +$3.3K ﹤0.01% 399
2025
Q3 		$532K Buy
779
+16
+2% +$11.5K ﹤0.01% 375
2025
Q2 		$601K Buy
763
+11
+1% +$7.44K ﹤0.01% 330
2025
Q1 		$462K Buy
752
+6
+0.8% +$3.6K ﹤0.01% 342
2024
Q4 		$469K Buy
746
+1
+0.1% +$639 ﹤0.01% 334
2024
Q3 		$463K Buy
745
+42
+6% +$26.8K ﹤0.01% 319
2024
Q2 		$462K Buy
703
+1
+0.1% +$620 ﹤0.01% 292
2024
Q1 		$456K Buy
+702
New +$448K ﹤0.01% 270

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Betterment LLC's INTU Position: Q1 2026 in Review

Betterment LLC increased its Intuit (INTU) stake by 16% in Q1 2026, buying an estimated $59.1K and bringing the position to 908 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Betterment LLC first reported a position in INTU in Q1 2024 and has held it in 9 quarters since. The position peaked at $601K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Betterment LLC held 908 shares of Intuit worth $393K as of Q1 2026.
  • Betterment LLC bought 124 Intuit shares in Q1 2026, an estimated $59.1K.
  • Intuit made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #483 holding.
  • Betterment LLC first reported a position in Intuit in Q1 2024 and has held it in 9 quarters since.
  • Betterment LLC's Intuit position peaked at $601K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.