Bradley Foster & Sargent’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$13M Sell
29,967
-76,948
-72% -$36.7M 0.2% 98
2025
Q4
$70.8M Buy
106,915
+2,239
+2% +$1.48M 1.04% 25
2025
Q3
$71.5M Buy
104,676
+5,486
+6% +$3.95M 1.05% 25
2025
Q2
$78.1M Sell
99,190
-1,186
-1% -$803K 1.22% 22
2025
Q1
$61.6M Sell
100,376
-7,610
-7% -$4.57M 1.05% 28
2024
Q4
$67.9M Buy
107,986
+421
+0.4% +$269K 1.14% 27
2024
Q3
$66.8M Buy
107,565
+1,537
+1% +$981K 1.12% 26
2024
Q2
$69.7M Buy
106,028
+2,937
+3% +$1.82M 1.26% 22
2024
Q1
$67M Buy
103,091
+1,273
+1% +$813K 1.21% 21
2023
Q4
$63.6M Buy
101,818
+4,922
+5% +$2.71M 1.24% 21
2023
Q3
$44.4M Hold
96,896
0.93% 33
2023
Q2
$44.4M Buy
96,896
+15,217
+19% +$6.66M 0.93% 33
2023
Q1
$36.4M Buy
81,679
+66,517
+439% +$27.3M 0.87% 38
2022
Q4
$5.9M Buy
15,162
+1,721
+13% +$683K 0.15% 106
2022
Q3
$5.21M Buy
13,441
+4,985
+59% +$2.15M 0.14% 111
2022
Q2
$3.26M Buy
8,456
+4,121
+95% +$1.71M 0.08% 151
2022
Q1
$2.08M Sell
4,335
-115
-3% -$58.9K 0.04% 196
2021
Q4
$2.86M Sell
4,450
-135
-3% -$83.3K 0.06% 169
2021
Q3
$2.47M Sell
4,585
-272
-6% -$147K 0.06% 170
2021
Q2
$2.38M Buy
4,857
+800
+20% +$347K 0.06% 172
2021
Q1
$1.55M Sell
4,057
-10
-0.2% -$3.85K 0.04% 204
2020
Q4
$1.54M Sell
4,067
-35
-0.9% -$12.3K 0.04% 189
2020
Q3
$1.34M Buy
+4,102
New +$1.28M 0.04% 183
2020
Q1
$943K Sell
4,102
-86
-2% -$23.3K 0.04% 186
2019
Q4
$1.1M Sell
4,188
-138
-3% -$36.1K 0.03% 210
2019
Q3
$1.15M Sell
4,326
-173
-4% -$47.6K 0.04% 198
2019
Q2
$1.18M Sell
4,499
-525
-10% -$133K 0.04% 199
2019
Q1
$1.31M Sell
5,024
-840
-14% -$194K 0.05% 190
2018
Q4
$1.15M Sell
5,864
-388
-6% -$80.7K 0.05% 192
2018
Q3
$1.42M Sell
6,252
-257
-4% -$55.2K 0.05% 197
2018
Q2
$1.33M Sell
6,509
-235
-3% -$45.1K 0.05% 204
2018
Q1
$1.17M Sell
6,744
-219
-3% -$36.8K 0.04% 207
2017
Q4
$1.1M Sell
6,963
-185
-3% -$28.2K 0.04% 209
2017
Q3
$1.02M Sell
7,148
-17
-0.2% -$2.35K 0.04% 213
2017
Q2
$952K Sell
7,165
-110
-2% -$14.3K 0.04% 208
2017
Q1
$844K Sell
7,275
-25
-0.3% -$3K 0.03% 214
2016
Q4
$837K Buy
7,300
+320
+5% +$35.8K 0.04% 216
2016
Q3
$768K Sell
6,980
-327
-4% -$36.6K 0.03% 218
2016
Q2
$816K Buy
7,307
+67
+0.9% +$7.01K 0.04% 205
2016
Q1
$753K Buy
7,240
+2,100
+41% +$203K 0.04% 213
2015
Q4
$496K Buy
5,140
+115
+2% +$11.1K 0.02% 236
2015
Q3
$446K Sell
5,025
-100
-2% -$9.71K 0.02% 254
2015
Q2
$516K Sell
5,125
-100
-2% -$10.2K 0.02% 255
2015
Q1
$507K Sell
5,225
-150
-3% -$13.9K 0.02% 258
2014
Q4
$496K Sell
5,375
-600
-10% -$53.4K 0.02% 249
2014
Q3
$524K Sell
5,975
-25
-0.4% -$2.08K 0.02% 246
2014
Q2
$483K Hold
6,000
0.02% 248
2014
Q1
$466K Buy
6,000
+75
+1% +$5.72K 0.02% 248
2013
Q4
$452K Sell
5,925
-1,570
-21% -$113K 0.02% 259
2013
Q3
$497K Sell
7,495
-105
-1% -$6.77K 0.03% 234
2013
Q2
$464K Buy
+7,600
New +$459K 0.03% 231

Other funds holding INTU

Bradley Foster & Sargent's INTU Position: Q1 2026 in Review

Bradley Foster & Sargent reduced its Intuit (INTU) stake by 72% in Q1 2026, selling an estimated $36.7M and leaving 29,967 shares worth $13M. The position accounts for 0.2% of the portfolio, ranked #98.

Bradley Foster & Sargent first reported a position in INTU in Q2 2013 and has held it in 51 quarters since. The position peaked at $78.1M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Bradley Foster & Sargent held 29,967 shares of Intuit worth $13M as of Q1 2026.
  • Bradley Foster & Sargent sold 76,948 Intuit shares in Q1 2026, an estimated $36.7M.
  • Intuit made up 0.2% of Bradley Foster & Sargent's portfolio in Q1 2026, its #98 holding.
  • Bradley Foster & Sargent first reported a position in Intuit in Q2 2013 and has held it in 51 quarters since.
  • Bradley Foster & Sargent's Intuit position peaked at $78.1M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.