Boit C.F. David’s Intuit INTU Stock Holding History

Boit C.F. David’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	$3.93M	Buy	9,100 +1,200	+15%	+$572K	1.75%	18
2025 Q4	$5.11M	Buy	7,900 +50	+0.6%	+$33K	2.21%	16
2025 Q3	$5.36M	Buy	7,850 +1,300	+20%	+$937K	2.43%	16
2025 Q2	$5.16M	Hold	6,550	–	–	2.48%	14
2025 Q1	$4.02M	Buy	6,550 +1,750	+36%	+$1.05M	2.02%	20
2024 Q4	$3.02M	Hold	4,800	–	–	1.23%	25
2024 Q3	$2.91M	Hold	4,800	–	–	1.44%	25
2024 Q2	$3.15M	Hold	4,800	–	–	1.64%	22
2024 Q1	$2.95M	Hold	4,800	–	–	1.61%	24
2023 Q4	$2.84M	Buy	4,800 +1,350	+39%	+$745K	1.6%	23
2023 Q3	$1.79M	Buy	3,450 +100	+3%	+$50.6K	1.22%	25
2023 Q2	$1.53M	Hold	3,350	–	–	1.02%	29
2023 Q1	$1.49M	Buy	3,350 +500	+18%	+$205K	1.02%	30
2022 Q4	$1.11M	Hold	2,850	–	–	0.79%	32
2022 Q3	$1.1M	Buy	+2,850	New	+$1.23M	0.9%	31
2022 Q1	$1.37M	Sell	2,850 -250	-8%	-$128K	0.9%	32
2021 Q4	$1.99M	Hold	3,100	–	–	1.27%	29
2021 Q3	$1.69M	Buy	3,100 +500	+19%	+$269K	1.16%	29
2021 Q2	$1.27M	Buy	+2,600	New	+$1.13M	0.97%	31

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

Boit C.F. David's INTU Position: Q1 2026 in Review

Boit C.F. David increased its Intuit (INTU) stake by 15% in Q1 2026, buying an estimated $572K and bringing the position to 9,100 shares worth $3.93M. The position accounts for 1.75% of the portfolio, ranked #18.

Boit C.F. David first reported a position in INTU in Q2 2021 and has held it in 19 quarters since. The position peaked at $5.36M in Q3 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Boit C.F. David held 9,100 shares of Intuit worth $3.93M as of Q1 2026.
Boit C.F. David bought 1,200 Intuit shares in Q1 2026, an estimated $572K.
Intuit made up 1.75% of Boit C.F. David's portfolio in Q1 2026, its #18 holding.
Boit C.F. David first reported a position in Intuit in Q2 2021 and has held it in 19 quarters since.
Boit C.F. David's Intuit position peaked at $5.36M in Q3 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.