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Bouvel Investment Partners’s Intuit INTU Stock Holding History

Bouvel Investment Partners’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
-9,775
Closed -$6.47M – 82
2025
Q4 		$6.47M Buy
9,775
+169
+2% +$112K 1.87% 14
2025
Q3 		$6.56M Sell
9,606
-162
-2% -$117K 2.01% 12
2025
Q2 		$7.69M Buy
9,768
+85
+0.9% +$57.5K 2.6% 11
2025
Q1 		$6.01M Sell
9,683
-63
-0.6% -$37.8K 2.26% 10
2024
Q4 		$6.13M Buy
9,746
+63
+0.7% +$40.3K 2.21% 12
2024
Q3 		$6.01M Buy
9,683
+49
+0.5% +$31.3K 2.26% 10
2024
Q2 		$6.33M Sell
9,634
-34
-0.4% -$21.1K 2.45% 10
2024
Q1 		$6.28M Sell
9,668
-48
-0.5% -$30.6K 2.71% 7
2023
Q4 		$6.07M Buy
9,716
+256
+3% +$141K 2.84% 7
2023
Q3 		$4.83M Buy
9,460
+118
+1% +$59.7K 2.61% 9
2023
Q2 		$4.28M Buy
9,342
+225
+2% +$98.5K 2.34% 12
2023
Q1 		$4.06M Sell
9,117
-27
-0.3% -$11.1K 2.37% 10
2022
Q4 		$3.56M Sell
9,144
-32
-0.3% -$12.7K 2.3% 9
2022
Q3 		$3.55M Buy
9,176
+232
+3% +$100K 2.37% 10
2022
Q2 		$3.45M Sell
8,944
-19
-0.2% -$7.87K 2.6% 10
2022
Q1 		$4.31M Buy
8,963
+324
+4% +$166K 2.63% 9
2021
Q4 		$5.56M Buy
8,639
+66
+0.8% +$40.7K 3.12% 7
2021
Q3 		$4.63M Buy
8,573
+127
+2% +$68.4K 2.61% 9
2021
Q2 		$4.14M Sell
8,446
-4,379
-34% -$1.9M 2.34% 10
2021
Q1 		$4.91M Buy
12,825
+735
+6% +$283K 3.15% 3
2020
Q4 		$4.59M Buy
+12,090
New +$4.25M 3.26% 5

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

Bouvel Investment Partners's INTU Position: Q1 2026 in Review

Bouvel Investment Partners sold out of Intuit (INTU) in Q1 2026, closing a stake of 9,775 shares — an estimated $6.47M sold.

Bouvel Investment Partners first reported a position in INTU in Q4 2020 and held it in 21 quarters. The position peaked at $7.69M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Bouvel Investment Partners reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Bouvel Investment Partners sold 9,775 Intuit shares in Q1 2026, an estimated $6.47M.
  • Bouvel Investment Partners first reported a position in Intuit in Q4 2020 and held it in 21 quarters.
  • Bouvel Investment Partners's Intuit position peaked at $7.69M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Bouvel Investment Partners's 13F filing for Q1 2026, filed 10 Apr 2026.