Bogart Wealth LLC’s Intuit INTU Stock Holding History

Bogart Wealth LLC’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	$5.2M	Buy	12,026 +814	+7%	+$388K	0.2%	97
2025 Q4	$7.43M	Buy	11,212 +4,107	+58%	+$2.71M	0.3%	81
2025 Q3	$4.85M	Buy	7,105 +7,031	+9,501%	+$5.07M	0.2%	93
2025 Q2	$58.3K	Buy	74 +3	+4%	+$2.03K	﹤0.01%	418
2025 Q1	$43.6K	Buy	71 +5	+8%	+$3K	﹤0.01%	449
2024 Q4	$41.5K	Buy	66 +11	+20%	+$7.03K	﹤0.01%	440
2024 Q3	$34.2K	Hold	55	–	–	﹤0.01%	471
2024 Q2	$36.1K	Hold	55	–	–	﹤0.01%	454
2024 Q1	$35.8K	Hold	55	–	–	﹤0.01%	430
2023 Q4	$34.4K	Hold	55	–	–	﹤0.01%	427
2023 Q3	$28.1K	Hold	55	–	–	﹤0.01%	424
2023 Q2	$25.2K	Sell	55 -16	-23%	-$7.01K	﹤0.01%	426
2023 Q1	$31.7K	Buy	71 +33	+87%	+$13.5K	﹤0.01%	386
2022 Q4	$14.8K	Hold	38	–	–	﹤0.01%	483
2022 Q3	$15K	Hold	38	–	–	﹤0.01%	473
2022 Q2	$15K	Hold	38	–	–	﹤0.01%	466
2022 Q1	$18K	Hold	38	–	–	﹤0.01%	400
2021 Q4	$24K	Hold	38	–	–	﹤0.01%	345
2021 Q3	$21K	Hold	38	–	–	﹤0.01%	349
2021 Q2	$19K	Hold	38	–	–	﹤0.01%	353
2021 Q1	$15K	Buy	+38	New	+$14.6K	﹤0.01%	358

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

Bogart Wealth LLC's INTU Position: Q1 2026 in Review

Bogart Wealth LLC increased its Intuit (INTU) stake by 7.3% in Q1 2026, buying an estimated $388K and bringing the position to 12,026 shares worth $5.2M. The position accounts for 0.2% of the portfolio, ranked #97.

Bogart Wealth LLC first reported a position in INTU in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.43M in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Bogart Wealth LLC held 12,026 shares of Intuit worth $5.2M as of Q1 2026.
Bogart Wealth LLC bought 814 Intuit shares in Q1 2026, an estimated $388K.
Intuit made up 0.2% of Bogart Wealth LLC's portfolio in Q1 2026, its #97 holding.
Bogart Wealth LLC first reported a position in Intuit in Q1 2021 and has held it in 21 quarters since.
Bogart Wealth LLC's Intuit position peaked at $7.43M in Q4 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.