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BOK Financial Private Wealth’s Intuit INTU Stock Holding History

BOK Financial Private Wealth’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 		$2.49M Sell
5,770
-224
-4% -$107K 0.15% 49
2025
Q4 		$3.97M Sell
5,994
-20
-0.3% -$13.2K 0.24% 40
2025
Q3 		$4.11M Sell
6,014
-17
-0.3% -$12.3K 0.26% 40
2025
Q2 		$4.75M Sell
6,031
-583
-9% -$395K 0.32% 31
2025
Q1 		$4.06M Sell
6,614
-350
-5% -$210K 0.31% 36
2024
Q4 		$4.38M Sell
6,964
-416
-6% -$266K 0.32% 34
2024
Q3 		$4.58M Sell
7,380
-369
-5% -$236K 0.33% 35
2024
Q2 		$5.09M Buy
7,749
+1
+0% +$620 0.37% 33
2024
Q1 		$5.04M Sell
7,748
-505
-6% -$322K 0.38% 34
2023
Q4 		$5.16M Sell
8,253
-354
-4% -$195K 0.42% 33
2023
Q3 		$4.4M Sell
8,607
-890
-9% -$450K 0.38% 36
2023
Q2 		$4.35M Sell
9,497
-1,098
-10% -$481K 0.35% 42
2023
Q1 		$4.72M Buy
10,595
+93
+0.9% +$38.2K 0.38% 40
2022
Q4 		$4.09M Sell
10,502
-180
-2% -$71.4K 0.34% 43
2022
Q3 		$4.14M Sell
10,682
-132
-1% -$57K 0.37% 40
2022
Q2 		$4.17M Sell
10,814
-1,672
-13% -$692K 0.37% 41
2022
Q1 		$6M Buy
12,486
+133
+1% +$68.1K 0.43% 37
2021
Q4 		$7.95M Sell
12,353
-122
-1% -$75.3K 0.55% 30
2021
Q3 		$6.73M Sell
12,475
-2,501
-17% -$1.35M 0.54% 29
2021
Q2 		$7.34M Buy
14,976
+403
+3% +$175K 0.6% 29
2021
Q1 		$5.58M Sell
14,573
-334
-2% -$129K 0.51% 34
2020
Q4 		$5.66M Sell
14,907
-722
-5% -$254K 0.54% 37
2020
Q3 		$5.1M Sell
15,629
-959
-6% -$300K 0.53% 39
2020
Q2 		$4.91M Sell
16,588
-4,157
-20% -$1.14M 0.51% 38
2020
Q1 		$4.77M Sell
20,745
-8,602
-29% -$2.33M 0.58% 36
2019
Q4 		$7.69M Buy
+29,347
New +$7.67M 0.65% 41

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BOK Financial Private Wealth's INTU Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Intuit (INTU) stake by 3.7% in Q1 2026, selling an estimated $107K and leaving 5,770 shares worth $2.49M. The position accounts for 0.15% of the portfolio, ranked #49.

BOK Financial Private Wealth first reported a position in INTU in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.95M in Q4 2021. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • BOK Financial Private Wealth held 5,770 shares of Intuit worth $2.49M as of Q1 2026.
  • BOK Financial Private Wealth sold 224 Intuit shares in Q1 2026, an estimated $107K.
  • Intuit made up 0.15% of BOK Financial Private Wealth's portfolio in Q1 2026, its #49 holding.
  • BOK Financial Private Wealth first reported a position in Intuit in Q4 2019 and has held it in 26 quarters since.
  • BOK Financial Private Wealth's Intuit position peaked at $7.95M in Q4 2021.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.