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
Q2 		$328K Buy
1,256
+348
+38% +$121K ﹤0.01% 565
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC's INTU Position: Q2 2026 in Review

Betterment LLC increased its Intuit (INTU) stake by 38% in Q2 2026, buying an estimated $121K and bringing the position to 1,256 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Betterment LLC first reported a position in INTU in Q1 2024 and has held it in 10 quarters since. The position peaked at $601K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Betterment LLC held 1,256 shares of Intuit worth $328K as of Q2 2026.
  • Betterment LLC bought 348 Intuit shares in Q2 2026, an estimated $121K.
  • Intuit made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #565 holding.
  • Betterment LLC first reported a position in Intuit in Q1 2024 and has held it in 10 quarters since.
  • Betterment LLC's Intuit position peaked at $601K in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.