Bradley & Co Private Wealth Management’s Intuit INTU Stock Holding History

Bradley & Co Private Wealth 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	$3.46K	Hold	8	–	–	﹤0.01%	171
2025 Q4	$5.3K	Hold	8	–	–	﹤0.01%	152
2025 Q3	$5.46K	Hold	8	–	–	﹤0.01%	146
2025 Q2	$6.3K	Hold	8	–	–	﹤0.01%	135
2025 Q1	$4.91K	Hold	8	–	–	﹤0.01%	141
2024 Q4	$5.03K	Buy	+8	New	+$5.11K	﹤0.01%	138
2024 Q2	$5.26K	Hold	8	–	–	﹤0.01%	132
2024 Q1	$5.2K	Hold	8	–	–	﹤0.01%	138
2023 Q4	$5K	Hold	8	–	–	﹤0.01%	149
2023 Q3	$4.09K	Hold	8	–	–	﹤0.01%	136
2023 Q2	$3.67K	Hold	8	–	–	﹤0.01%	140
2023 Q1	$3.57K	Hold	8	–	–	﹤0.01%	141
2022 Q4	$3.11K	Hold	8	–	–	﹤0.01%	152
2022 Q3	$3K	Hold	8	–	–	﹤0.01%	161
2022 Q2	$3K	Buy	+8	New	+$3.31K	﹤0.01%	166

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

Bradley & Co Private Wealth Management's INTU Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Intuit (INTU) position steady in Q1 2026 at 8 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Bradley & Co Private Wealth Management first reported a position in INTU in Q2 2022 and has held it in 15 quarters since. The position peaked at $6.3K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Bradley & Co Private Wealth Management held 8 shares of Intuit worth $3.46K as of Q1 2026.
Bradley & Co Private Wealth Management left its Intuit share count unchanged in Q1 2026.
Intuit made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #171 holding.
Bradley & Co Private Wealth Management first reported a position in Intuit in Q2 2022 and has held it in 15 quarters since.
Bradley & Co Private Wealth Management's Intuit position peaked at $6.3K in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.