Biltmore Family Office’s Intuit INTU Stock Holding History

Biltmore Family Office’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	$685K	Sell	1,584 -2,829	-64%	-$1.35M	0.1%	136
2025 Q4	$2.92M	Sell	4,413 -222	-5%	-$147K	0.4%	50
2025 Q3	$3.17M	Buy	4,635 +47	+1%	+$33.9K	0.45%	46
2025 Q2	$3.61M	Buy	4,588 +1	+0%	+$677	0.61%	33
2025 Q1	$2.82M	Sell	4,587 -22	-0.5%	-$13.2K	0.48%	41
2024 Q4	$2.9M	Hold	4,609	–	–	0.49%	38
2024 Q3	$2.86M	Buy	4,609 +32	+0.7%	+$20.4K	0.49%	39
2024 Q2	$3.01M	Buy	4,577 +39	+0.9%	+$24.2K	0.55%	34
2024 Q1	$2.95M	Hold	4,538	–	–	0.58%	32
2023 Q4	$2.84M	Hold	4,538	–	–	0.58%	31
2023 Q3	$2.32M	Buy	4,538 +193	+4%	+$97.7K	0.53%	35
2023 Q2	$1.99M	Sell	4,345 -1,733	-29%	-$759K	0.42%	43
2023 Q1	$2.71M	Sell	6,078 -3,925	-39%	-$1.61M	0.57%	30
2022 Q4	$3.89M	Buy	10,003 +783	+8%	+$311K	0.8%	20
2022 Q3	$3.57M	Sell	9,220 -10	-0.1%	-$4.32K	0.82%	18
2022 Q2	$3.56M	Sell	9,230 -5	-0.1%	-$2.07K	0.89%	19
2022 Q1	$4.44M	Sell	9,235 -4,810	-34%	-$2.46M	0.95%	18
2021 Q4	$9.03M	Buy	+14,045	New	+$8.67M	1.72%	7

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

Biltmore Family Office's INTU Position: Q1 2026 in Review

Biltmore Family Office reduced its Intuit (INTU) stake by 64% in Q1 2026, selling an estimated $1.35M and leaving 1,584 shares worth $685K. The position accounts for 0.1% of the portfolio, ranked #136.

Biltmore Family Office first reported a position in INTU in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.03M in Q4 2021. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Biltmore Family Office held 1,584 shares of Intuit worth $685K as of Q1 2026.
Biltmore Family Office sold 2,829 Intuit shares in Q1 2026, an estimated $1.35M.
Intuit made up 0.1% of Biltmore Family Office's portfolio in Q1 2026, its #136 holding.
Biltmore Family Office first reported a position in Intuit in Q4 2021 and has held it in 18 quarters since.
Biltmore Family Office's Intuit position peaked at $9.03M in Q4 2021.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.