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Burke & Herbert Bank & Trust’s Intuit INTU Stock Holding History

Burke & Herbert Bank & Trust’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 		$413K Hold
955
– – 0.11% 157
2025
Q4 		$633K Sell
955
-240
-20% -$159K 0.17% 122
2025
Q3 		$816K Sell
1,195
-10
-0.8% -$7.21K 0.18% 132
2025
Q2 		$949K Sell
1,205
-62
-5% -$42K 0.21% 119
2025
Q1 		$778K Hold
1,267
– – 0.19% 130
2024
Q4 		$796K Hold
1,267
– – 0.19% 130
2024
Q3 		$787K Sell
1,267
-24
-2% -$15.3K 0.18% 132
2024
Q2 		$848K Buy
1,291
+401
+45% +$249K 0.21% 123
2024
Q1 		$579K Hold
890
– – 0.44% 56
2023
Q4 		$556K Sell
890
-12
-1% -$6.62K 0.4% 62
2023
Q3 		$461K Sell
902
-10
-1% -$5.06K 0.37% 70
2023
Q2 		$418K Hold
912
– – 0.28% 88
2023
Q1 		$407K Hold
912
– – 0.3% 97
2022
Q4 		$355K Hold
912
– – 0.26% 101
2022
Q3 		$353K Sell
912
-20
-2% -$8.64K 0.29% 93
2022
Q2 		$359K Sell
932
-54
-5% -$22.4K 0.27% 96
2022
Q1 		$474K Sell
986
-94
-9% -$48.1K 0.3% 91
2021
Q4 		$695K Sell
1,080
-10
-0.9% -$6.17K 0.41% 73
2021
Q3 		$588K Sell
1,090
-15
-1% -$8.08K 0.38% 76
2021
Q2 		$542K Sell
1,105
-10
-0.9% -$4.34K 0.35% 82
2021
Q1 		$427K Hold
1,115
– – 0.29% 99
2020
Q4 		$424K Hold
1,115
– – 0.3% 96
2020
Q3 		$364K Buy
1,115
+60
+6% +$18.8K 0.29% 95
2020
Q2 		$312K Hold
1,055
– – 0.27% 101
2020
Q1 		$243K Hold
1,055
– – 0.25% 107
2019
Q4 		$276K Buy
+1,055
New +$276K 0.21% 117

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

Burke & Herbert Bank & Trust's INTU Position: Q1 2026 in Review

Burke & Herbert Bank & Trust held its Intuit (INTU) position steady in Q1 2026 at 955 shares worth $413K. The position accounts for 0.11% of the portfolio, ranked #157.

Burke & Herbert Bank & Trust first reported a position in INTU in Q4 2019 and has held it in 26 quarters since. The position peaked at $949K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Burke & Herbert Bank & Trust held 955 shares of Intuit worth $413K as of Q1 2026.
  • Burke & Herbert Bank & Trust left its Intuit share count unchanged in Q1 2026.
  • Intuit made up 0.11% of Burke & Herbert Bank & Trust's portfolio in Q1 2026, its #157 holding.
  • Burke & Herbert Bank & Trust first reported a position in Intuit in Q4 2019 and has held it in 26 quarters since.
  • Burke & Herbert Bank & Trust's Intuit position peaked at $949K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q1 2026, filed 8 May 2026.