Bragg Financial Advisors’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 | $243K | Hold |
561
| – | – | 0.01% | 343 |
|
|
2025
Q4 | $372K | Sell |
561
-43
| -7% | -$28.4K | 0.01% | 300 |
|
|
2025
Q3 | $412K | Hold |
604
| – | – | 0.01% | 287 |
|
|
2025
Q2 | $476K | Hold |
604
| – | – | 0.02% | 274 |
|
|
2025
Q1 | $371K | Sell |
604
-2
| -0.3% | -$1.2K | 0.02% | 280 |
|
|
2024
Q4 | $381K | Hold |
606
| – | – | 0.02% | 277 |
|
|
2024
Q3 | $376K | Buy |
606
+3
| +0.5% | +$1.92K | 0.02% | 265 |
|
|
2024
Q2 | $396K | Buy |
603
+1
| +0.2% | +$620 | 0.02% | 255 |
|
|
2024
Q1 | $391K | Sell |
602
-18
| -3% | -$11.5K | 0.02% | 260 |
|
|
2023
Q4 | $388K | Hold |
620
| – | – | 0.02% | 258 |
|
|
2023
Q3 | $317K | Hold |
620
| – | – | 0.02% | 272 |
|
|
2023
Q2 | $284K | Hold |
620
| – | – | 0.02% | 288 |
|
|
2023
Q1 | $276K | Sell |
620
-175
| -22% | -$71.8K | 0.02% | 284 |
|
|
2022
Q4 | $309K | Sell |
795
-97
| -11% | -$38.5K | 0.02% | 269 |
|
|
2022
Q3 | $345K | Hold |
892
| – | – | 0.02% | 245 |
|
|
2022
Q2 | $344K | Sell |
892
-11
| -1% | -$4.55K | 0.02% | 260 |
|
|
2022
Q1 | $434K | Buy |
903
+13
| +1% | +$6.66K | 0.03% | 250 |
|
|
2021
Q4 | $480K | Hold |
890
| – | – | 0.03% | 227 |
|
|
2021
Q3 | $480K | Buy |
890
+6
| +0.7% | +$3.23K | 0.03% | 227 |
|
|
2021
Q2 | $433K | Hold |
884
| – | – | 0.03% | 234 |
|
|
2021
Q1 | $339K | Buy |
884
+6
| +0.7% | +$2.31K | 0.02% | 250 |
|
|
2020
Q4 | $334K | Sell |
878
-65
| -7% | -$22.8K | 0.03% | 232 |
|
|
2020
Q3 | $308K | Hold |
943
| – | – | 0.03% | 224 |
|
|
2020
Q2 | $279K | Hold |
943
| – | – | 0.03% | 232 |
|
|
2020
Q1 | $217K | Sell |
943
-127
| -12% | -$34.4K | 0.03% | 235 |
|
|
2019
Q4 | $280K | Hold |
1,070
| – | – | 0.03% | 243 |
|
|
2019
Q3 | $285K | Hold |
1,070
| – | – | 0.03% | 238 |
|
|
2019
Q2 | $280K | Hold |
1,070
| – | – | 0.03% | 240 |
|
|
2019
Q1 | $280K | Hold |
1,070
| – | – | 0.04% | 232 |
|
|
2018
Q4 | $211K | Hold |
1,070
| – | – | 0.03% | 246 |
|
|
2018
Q3 | $243K | Buy |
1,070
+36
| +3% | +$7.73K | 0.03% | 244 |
|
|
2018
Q2 | $211K | Buy |
+1,034
| New | +$198K | 0.03% | 250 |
|
Other funds holding INTU
VCM
VPM
Bragg Financial Advisors's INTU Position: Q1 2026 in Review
Bragg Financial Advisors held its Intuit (INTU) position steady in Q1 2026 at 561 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #343.
Bragg Financial Advisors first reported a position in INTU in Q2 2018 and has held it in 32 quarters since. The position peaked at $480K in Q4 2021. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- Bragg Financial Advisors held 561 shares of Intuit worth $243K as of Q1 2026.
- Bragg Financial Advisors left its Intuit share count unchanged in Q1 2026.
- Intuit made up 0.01% of Bragg Financial Advisors's portfolio in Q1 2026, its #343 holding.
- Bragg Financial Advisors first reported a position in Intuit in Q2 2018 and has held it in 32 quarters since.
- Bragg Financial Advisors's Intuit position peaked at $480K in Q4 2021.
- 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.