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 Q3	$1.11M	Sell	4,038 -154	-4%	-$48.4K	0.52%	40
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Birch Capital Management's INTU Position: Q3 2026 in Review

Birch Capital Management reduced its Intuit (INTU) stake by 3.7% in Q3 2026, selling an estimated $48.4K and leaving 4,038 shares worth $1.11M. The position accounts for 0.52% of the portfolio, ranked #40.

Birch Capital Management first reported a position in INTU in Q4 2019 and has held it in 28 quarters since. 922 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Birch Capital Management held 4,038 shares of Intuit worth $1.11M as of Q3 2026.
Birch Capital Management sold 154 Intuit shares in Q3 2026, an estimated $48.4K.
Intuit made up 0.52% of Birch Capital Management's portfolio in Q3 2026, its #40 holding.
Birch Capital Management first reported a position in Intuit in Q4 2019 and has held it in 28 quarters since.
922 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Birch Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.