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Bingham Private Wealth’s Intuit INTU Stock Holding History

Bingham 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 		– Sell
-326
Closed -$216K – 170
2025
Q4 		$216K Buy
+326
New +$215K 0.19% 137
2025
Q2 		$291K Sell
370
-19
-5% -$12.9K 0.28% 113
2025
Q1 		$239K Sell
389
-567
-59% -$340K 0.25% 133
2024
Q4 		$601K Buy
+956
New +$611K 0.64% 46

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

Bingham Private Wealth's INTU Position: Q1 2026 in Review

Bingham Private Wealth sold out of Intuit (INTU) in Q1 2026, closing a stake of 326 shares — an estimated $216K sold.

Bingham Private Wealth first reported a position in INTU in Q4 2024 and held it in 4 quarters. The position peaked at $601K in Q4 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Bingham Private Wealth reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Bingham Private Wealth sold 326 Intuit shares in Q1 2026, an estimated $216K.
  • Bingham Private Wealth first reported a position in Intuit in Q4 2024 and held it in 4 quarters.
  • Bingham Private Wealth's Intuit position peaked at $601K in Q4 2024.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.