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Beverly Hills Private Wealth’s Intuit INTU Stock Holding History

Beverly Hills Private Wealth’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 		$704K Buy
1,629
+12
+0.7% +$5.72K 0.12% 153
2025
Q4 		$1.07M Sell
1,617
-38
-2% -$25.1K 0.18% 121
2025
Q3 		$1.13M Sell
1,655
-13
-0.8% -$9.37K 0.2% 117
2025
Q2 		$1.31M Buy
1,668
+106
+7% +$71.7K 0.25% 106
2025
Q1 		$959K Sell
1,562
-57
-4% -$34.2K 0.19% 126
2024
Q4 		$1.02M Sell
1,619
-43
-3% -$27.5K 0.21% 118
2024
Q3 		$1.03M Buy
1,662
+19
+1% +$12.1K 0.21% 124
2024
Q2 		$1.08M Buy
1,643
+44
+3% +$27.3K 0.23% 109
2024
Q1 		$1.04M Buy
1,599
+49
+3% +$31.3K 0.24% 103
2023
Q4 		$969K Sell
1,550
-3
-0.2% -$1.66K 0.25% 91
2023
Q3 		$793K Sell
1,553
-47
-3% -$23.8K 0.24% 98
2023
Q2 		$795K Sell
1,600
-172
-10% -$75.3K 0.13% 169
2023
Q1 		$790K Buy
1,772
+175
+11% +$71.8K 0.25% 102
2022
Q4 		$622K Buy
+1,597
New +$634K 0.27% 91

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

Beverly Hills Private Wealth's INTU Position: Q1 2026 in Review

Beverly Hills Private Wealth increased its Intuit (INTU) stake by 0.74% in Q1 2026, buying an estimated $5.72K and bringing the position to 1,629 shares worth $704K. The position accounts for 0.12% of the portfolio, ranked #153.

Beverly Hills Private Wealth first reported a position in INTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.31M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Beverly Hills Private Wealth held 1,629 shares of Intuit worth $704K as of Q1 2026.
  • Beverly Hills Private Wealth bought 12 Intuit shares in Q1 2026, an estimated $5.72K.
  • Intuit made up 0.12% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #153 holding.
  • Beverly Hills Private Wealth first reported a position in Intuit in Q4 2022 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's Intuit position peaked at $1.31M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.