Birch Capital Management’s Intuit INTU Stock Holding History

Birch Capital Management’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	$1.09M	Buy	4,192 +3,992	+1,996%	+$1.39M	0.53%	40
2026 Q1	$86.5K	Buy	200 +3	+2%	+$1.43K	0.05%	66
2025 Q4	$130K	Hold	197	–	–	0.07%	60
2025 Q3	$135K	Hold	197	–	–	0.07%	62
2025 Q2	$155K	Hold	197	–	–	0.08%	59
2025 Q1	$121K	Hold	197	–	–	0.06%	62
2024 Q4	$124K	Hold	197	–	–	0.06%	65
2024 Q3	$122K	Hold	197	–	–	0.06%	62
2024 Q2	$129K	Hold	197	–	–	0.07%	62
2024 Q1	$128K	Hold	197	–	–	0.07%	62
2023 Q4	$123K	Hold	197	–	–	0.07%	62
2023 Q3	$101K	Hold	197	–	–	0.06%	63
2023 Q2	$90.3K	Hold	197	–	–	0.05%	67
2023 Q1	$87.8K	Hold	197	–	–	0.06%	70
2022 Q4	$76.7K	Hold	197	–	–	0.05%	71
2022 Q3	$76.3K	Hold	197	–	–	0.06%	67
2022 Q2	$75.9K	Hold	197	–	–	0.05%	66
2022 Q1	$95K	Hold	197	–	–	0.06%	71
2021 Q4	$127K	Hold	197	–	–	0.08%	69
2021 Q3	$106K	Hold	197	–	–	0.07%	71
2021 Q2	$97K	Hold	197	–	–	0.07%	71
2021 Q1	$75K	Hold	197	–	–	0.06%	71
2020 Q4	$75K	Hold	197	–	–	0.06%	71
2020 Q3	$64K	Hold	197	–	–	0.06%	69
2020 Q2	$58K	Hold	197	–	–	0.05%	70
2020 Q1	$45K	Hold	197	–	–	0.05%	70
2019 Q4	$52K	Buy	+197	New	+$51.5K	0.05%	69

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Birch Capital Management's INTU Position: Q2 2026 in Review

Birch Capital Management increased its Intuit (INTU) stake by 1,996% in Q2 2026, buying an estimated $1.39M and bringing the position to 4,192 shares worth $1.09M. The position accounts for 0.53% of the portfolio, ranked #40.

Birch Capital Management first reported a position in INTU in Q4 2019 and has held it in 27 quarters since. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Birch Capital Management held 4,192 shares of Intuit worth $1.09M as of Q2 2026.
Birch Capital Management bought 3,992 Intuit shares in Q2 2026, an estimated $1.39M.
Intuit made up 0.53% of Birch Capital Management's portfolio in Q2 2026, its #40 holding.
Birch Capital Management first reported a position in Intuit in Q4 2019 and has held it in 27 quarters since.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.