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Burton Enright Welch’s Intuit INTU Stock Holding History

Burton Enright Welch’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 – 137
2025
Q4 		$213K Buy
322
+19
+6% +$12.6K 0.03% 124
2025
Q3 		$207K Buy
303
+13
+4% +$9.37K 0.03% 126
2025
Q2 		$228K Sell
290
-70
-19% -$47.4K 0.04% 113
2025
Q1 		$221K Sell
360
-1
-0.3% -$601 0.04% 99
2024
Q4 		$227K Buy
+361
New +$231K 0.05% 94

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

Burton Enright Welch's INTU Position: Q1 2026 in Review

Burton Enright Welch sold out of Intuit (INTU) in Q1 2026, closing a stake of 322 shares — an estimated $213K sold.

Burton Enright Welch first reported a position in INTU in Q4 2024 and held it in 5 quarters. The position peaked at $228K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Burton Enright Welch reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Burton Enright Welch sold 322 Intuit shares in Q1 2026, an estimated $213K.
  • Burton Enright Welch first reported a position in Intuit in Q4 2024 and held it in 5 quarters.
  • Burton Enright Welch's Intuit position peaked at $228K in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Burton Enright Welch's 13F filing for Q1 2026, filed 4 May 2026.