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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
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
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

Burling Wealth Partners's INTU Position: Q1 2026 in Review

Burling Wealth Partners reduced its Intuit (INTU) stake by 35% in Q1 2026, selling an estimated $1.51M and leaving 5,906 shares worth $2.55M. The position accounts for 0.41% of the portfolio, ranked #59.

Burling Wealth Partners first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $6M in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Burling Wealth Partners held 5,906 shares of Intuit worth $2.55M as of Q1 2026.
  • Burling Wealth Partners sold 3,159 Intuit shares in Q1 2026, an estimated $1.51M.
  • Intuit made up 0.41% of Burling Wealth Partners's portfolio in Q1 2026, its #59 holding.
  • Burling Wealth Partners first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Intuit position peaked at $6M in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.