Bourne Lent Asset Management’s Intuit INTU Stock Holding History

Bourne Lent Asset 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	-566	Closed	-$375K	–	65
2025 Q4	$375K	Hold	566	–	–	0.12%	49
2025 Q3	$387K	Hold	566	–	–	0.14%	46
2025 Q2	$446K	Hold	566	–	–	0.17%	44
2025 Q1	$348K	Hold	566	–	–	0.15%	48
2024 Q4	$356K	Sell	566 -239	-30%	-$153K	0.14%	45
2024 Q3	$500K	Hold	805	–	–	0.19%	40
2024 Q2	$529K	Hold	805	–	–	0.2%	38
2024 Q1	$523K	Hold	805	–	–	0.21%	38
2023 Q4	$503K	Hold	805	–	–	0.2%	39
2023 Q3	$412K	Hold	805	–	–	0.18%	43
2023 Q2	$369K	Hold	805	–	–	0.13%	47
2023 Q1	$359K	Hold	805	–	–	0.14%	49
2022 Q4	$313K	Buy	805 +1	+0.1%	+$397	0.13%	48
2022 Q3	$311K	Buy	804 +1	+0.1%	+$432	0.14%	45
2022 Q2	$309K	Buy	803 +1	+0.1%	+$414	0.12%	49
2022 Q1	$386K	Buy	802 +1	+0.1%	+$512	0.12%	49
2021 Q4	$515K	Buy	801 +1	+0.1%	+$617	0.14%	44
2021 Q3	$432K	Hold	800	–	–	0.12%	45
2021 Q2	$392K	Buy	800 +1	+0.1%	+$434	0.11%	46
2021 Q1	$306K	Buy	799 +1	+0.1%	+$385	0.1%	50
2020 Q4	$303K	Buy	798 +1	+0.1%	+$351	0.1%	49
2020 Q3	$260K	Buy	797 +2	+0.3%	+$626	0.1%	46
2020 Q2	$236K	Buy	+795	New	+$218K	0.1%	49
2020 Q1	–	Sell	-793	Closed	-$208K	–	56
2019 Q4	$208K	Buy	793 +1	+0.1%	+$261	0.1%	57
2019 Q3	$210K	Buy	792 +2	+0.3%	+$550	0.1%	56
2019 Q2	$207K	Buy	790 +1	+0.1%	+$254	0.1%	55
2019 Q1	$206K	Buy	+789	New	+$182K	0.1%	53

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

Bourne Lent Asset Management's INTU Position: Q1 2026 in Review

Bourne Lent Asset Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 566 shares — an estimated $375K sold.

Bourne Lent Asset Management first reported a position in INTU in Q1 2019 and held it in 27 quarters. The position peaked at $529K in Q2 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Bourne Lent Asset Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Bourne Lent Asset Management sold 566 Intuit shares in Q1 2026, an estimated $375K.
Bourne Lent Asset Management first reported a position in Intuit in Q1 2019 and held it in 27 quarters.
Bourne Lent Asset Management's Intuit position peaked at $529K in Q2 2024.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Bourne Lent Asset Management's 13F filing for Q1 2026, filed 17 Apr 2026.