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Braun-Bostich & Associates’s Intuit INTU Stock Holding History

Braun-Bostich & Associates’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
-322
Closed -$213K – 132
2025
Q4 		$213K Sell
322
-14
-4% -$9.25K 0.13% 118
2025
Q3 		$229K Sell
336
-3
-0.9% -$2.16K 0.14% 114
2025
Q2 		$267K Sell
339
-2
-0.6% -$1.35K 0.18% 93
2025
Q1 		$209K Sell
341
-32
-9% -$19.2K 0.15% 107
2024
Q4 		$234K Sell
373
-25
-6% -$16K 0.17% 94
2024
Q3 		$247K Buy
398
+46
+13% +$29.4K 0.17% 96
2024
Q2 		$231K Sell
352
-303
-46% -$188K 0.17% 95
2024
Q1 		$426K Sell
655
-294
-31% -$188K 0.36% 71
2023
Q4 		$593K Sell
949
-1
-0.1% -$552 0.54% 48
2023
Q3 		$485K Buy
+950
New +$481K 0.91% 20
2020
Q4 		– Sell
-991
Closed -$323K – 134
2020
Q3 		$323K Buy
991
+968
+4,209% +$303K 0.32% 45
2020
Q2 		$7K Buy
+23
New +$6.31K 0.01% 243

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Braun-Bostich & Associates's INTU Position: Q1 2026 in Review

Braun-Bostich & Associates sold out of Intuit (INTU) in Q1 2026, closing a stake of 322 shares — an estimated $213K sold.

Braun-Bostich & Associates first reported a position in INTU in Q2 2020 and held it in 12 quarters. The position peaked at $593K in Q4 2023. 2,019 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Braun-Bostich & Associates reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Braun-Bostich & Associates sold 322 Intuit shares in Q1 2026, an estimated $213K.
  • Braun-Bostich & Associates first reported a position in Intuit in Q2 2020 and held it in 12 quarters.
  • Braun-Bostich & Associates's Intuit position peaked at $593K in Q4 2023.
  • 2,019 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Braun-Bostich & Associates's 13F filing for Q1 2026, filed 15 Apr 2026.