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Bull Oak Capital’s Intuit INTU Stock Holding History

Bull Oak Capital’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 		$370K Hold
855
– – 0.14% 27
2025
Q4 		$566K Hold
855
– – 0.23% 23
2025
Q3 		$584K Sell
855
-23
-3% -$16.6K 0.25% 22
2025
Q2 		$692K Hold
878
– – 0.32% 21
2025
Q1 		$539K Buy
878
+7
+0.8% +$4.2K 0.29% 17
2024
Q4 		$547K Hold
871
– – 0.3% 16
2024
Q3 		$541K Sell
871
-134
-13% -$85.5K 0.31% 17
2024
Q2 		$661K Hold
1,005
– – 0.43% 14
2024
Q1 		$653K Buy
1,005
+2
+0.2% +$1.28K 0.44% 14
2023
Q4 		$627K Sell
1,003
-185
-16% -$102K 0.16% 14
2023
Q3 		$607K Buy
+1,188
New +$601K 0.66% 10

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

Bull Oak Capital's INTU Position: Q1 2026 in Review

Bull Oak Capital held its Intuit (INTU) position steady in Q1 2026 at 855 shares worth $370K. The position accounts for 0.14% of the portfolio, ranked #27.

Bull Oak Capital first reported a position in INTU in Q3 2023 and has held it in 11 quarters since. The position peaked at $692K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Bull Oak Capital held 855 shares of Intuit worth $370K as of Q1 2026.
  • Bull Oak Capital left its Intuit share count unchanged in Q1 2026.
  • Intuit made up 0.14% of Bull Oak Capital's portfolio in Q1 2026, its #27 holding.
  • Bull Oak Capital first reported a position in Intuit in Q3 2023 and has held it in 11 quarters since.
  • Bull Oak Capital's Intuit position peaked at $692K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.