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Birchwood Financial Partners’s Intuit INTU Stock Holding History

Birchwood Financial Partners’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 		$13.1K Hold
50
– – 0.01% 263
2026
Q1 		$21.6K Hold
50
– – 0.02% 229
2025
Q4 		$33.1K Buy
+50
New +$33K 0.03% 203

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Birchwood Financial Partners's INTU Position: Q2 2026 in Review

Birchwood Financial Partners held its Intuit (INTU) position steady in Q2 2026 at 50 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #263.

Birchwood Financial Partners first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $33.1K in Q4 2025. 1,741 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Birchwood Financial Partners held 50 shares of Intuit worth $13.1K as of Q2 2026.
  • Birchwood Financial Partners left its Intuit share count unchanged in Q2 2026.
  • Intuit made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #263 holding.
  • Birchwood Financial Partners first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Intuit position peaked at $33.1K in Q4 2025.
  • 1,741 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.