Bourgeon Capital Management’s Intuit INTU Stock Holding History

Bourgeon 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 Q1	–	Sell	-665	Closed	-$441K	–	121
2025 Q4	$441K	Sell	665 -1	-0.2%	-$661	0.07%	91
2025 Q3	$455K	Sell	666 -60	-8%	-$43.3K	0.08%	80
2025 Q2	$572K	Sell	726 -542	-43%	-$367K	0.11%	70
2025 Q1	$779K	Buy	1,268 +122	+11%	+$73.3K	0.17%	65
2024 Q4	$720K	Buy	+1,146	New	+$732K	0.13%	71
2024 Q1	–	Sell	-34	Closed	-$21.3K	–	231
2023 Q4	$21.3K	Hold	34	–	–	﹤0.01%	205
2023 Q3	$17.4K	Hold	34	–	–	﹤0.01%	204
2023 Q2	$15.6K	Hold	34	–	–	﹤0.01%	226
2023 Q1	$15.2K	Hold	34	–	–	﹤0.01%	207
2022 Q4	$13.2K	Sell	34 -12	-26%	-$4.76K	﹤0.01%	227
2022 Q3	$18K	Buy	46 +12	+35%	+$5.18K	0.01%	183
2022 Q2	$13K	Hold	34	–	–	﹤0.01%	211
2022 Q1	$16K	Hold	34	–	–	﹤0.01%	205
2021 Q4	$22K	Sell	34 -10	-23%	-$6.17K	﹤0.01%	184
2021 Q3	$24K	Hold	44	–	–	0.01%	194
2021 Q2	$22K	Hold	44	–	–	﹤0.01%	197
2021 Q1	$17K	Hold	44	–	–	﹤0.01%	204
2020 Q4	$17K	Hold	44	–	–	﹤0.01%	194
2020 Q3	$14K	Hold	44	–	–	﹤0.01%	198
2020 Q2	$13K	Hold	44	–	–	﹤0.01%	180
2020 Q1	$10K	Hold	44	–	–	0.01%	184
2019 Q4	$12K	Hold	44	–	–	0.01%	174
2019 Q3	$12K	Buy	+44	New	+$12.1K	0.01%	176

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

Bourgeon Capital Management's INTU Position: Q1 2026 in Review

Bourgeon Capital Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 665 shares — an estimated $441K sold.

Bourgeon Capital Management first reported a position in INTU in Q3 2019 and held it in 23 quarters. The position peaked at $779K in Q1 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Bourgeon Capital Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Bourgeon Capital Management sold 665 Intuit shares in Q1 2026, an estimated $441K.
Bourgeon Capital Management first reported a position in Intuit in Q3 2019 and held it in 23 quarters.
Bourgeon Capital Management's Intuit position peaked at $779K in Q1 2025.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.