Burling Wealth Partners’s Intuit INTU Stock Holding History

Burling Wealth Partners’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 Q2	–	Sell	-5,906	Closed	-$2.55M	–	184
2026 Q1	$2.55M	Sell	5,906 -3,159	-35%	-$1.51M	0.41%	59
2025 Q4	$6M	Buy	9,065 +1,225	+16%	+$809K	0.93%	29
2025 Q3	$5.35M	Buy	7,840 +657	+9%	+$474K	0.89%	33
2025 Q2	$5.66M	Buy	7,183 +953	+15%	+$645K	1.04%	25
2025 Q1	$3.83M	Buy	6,230 +1,547	+33%	+$929K	0.81%	39
2024 Q4	$2.94M	Buy	+4,683	New	+$2.99M	0.6%	44

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Burling Wealth Partners's INTU Position: Q2 2026 in Review

Burling Wealth Partners sold out of Intuit (INTU) in Q2 2026, closing a stake of 5,906 shares — an estimated $2.55M sold.

Burling Wealth Partners first reported a position in INTU in Q4 2024 and held it in 6 quarters. The position peaked at $6M in Q4 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Burling Wealth Partners reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Burling Wealth Partners sold 5,906 Intuit shares in Q2 2026, an estimated $2.55M.
Burling Wealth Partners first reported a position in Intuit in Q4 2024 and held it in 6 quarters.
Burling Wealth Partners's Intuit position peaked at $6M in Q4 2025.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.