E.S. Barr & Co’s Intuit INTU Stock Holding History

E.S. Barr & Co’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	$1.06M	Buy	2,458 +850	+53%	+$405K	0.06%	53
2025 Q4	$1.07M	Buy	1,608 +24	+2%	+$15.9K	0.06%	52
2025 Q3	$1.08M	Hold	1,584	–	–	0.06%	54
2025 Q2	$1.25M	Hold	1,584	–	–	0.07%	52
2025 Q1	$973K	Sell	1,584 -225	-12%	-$135K	0.06%	55
2024 Q4	$1.14M	Sell	1,809 -6	-0.3%	-$3.83K	0.07%	53
2024 Q3	$1.13M	Buy	1,815 +6	+0.3%	+$3.83K	0.07%	52
2024 Q2	$1.19M	Hold	1,809	–	–	0.08%	51
2024 Q1	$1.18M	Sell	1,809 -50	-3%	-$31.9K	0.08%	50
2023 Q4	$1.16M	Hold	1,859	–	–	0.08%	51
2023 Q3	$950K	Sell	1,859 -50	-3%	-$25.3K	0.07%	53
2023 Q2	$875K	Hold	1,909	–	–	0.07%	54
2023 Q1	$851K	Hold	1,909	–	–	0.07%	52
2022 Q4	$743K	Hold	1,909	–	–	0.06%	56
2022 Q3	$739K	Hold	1,909	–	–	0.07%	56
2022 Q2	$736K	Hold	1,909	–	–	0.06%	59
2022 Q1	$918K	Hold	1,909	–	–	0.06%	58
2021 Q4	$1.23M	Sell	1,909 -109	-5%	-$67.3K	0.08%	53
2021 Q3	$1.09M	Hold	2,018	–	–	0.08%	53
2021 Q2	$989K	Hold	2,018	–	–	0.07%	51
2021 Q1	$773K	Buy	2,018 +39	+2%	+$15K	0.06%	54
2020 Q4	$752K	Hold	1,979	–	–	0.07%	52
2020 Q3	$646K	Hold	1,979	–	–	0.06%	52
2020 Q2	$586K	Hold	1,979	–	–	0.06%	56
2020 Q1	$455K	Hold	1,979	–	–	0.05%	58
2019 Q4	$518K	Hold	1,979	–	–	0.05%	59
2019 Q3	$526K	Hold	1,979	–	–	0.05%	58
2019 Q2	$517K	Hold	1,979	–	–	0.05%	61
2019 Q1	$517K	Hold	1,979	–	–	0.05%	61
2018 Q4	$390K	Hold	1,979	–	–	0.04%	67
2018 Q3	$450K	Hold	1,979	–	–	0.04%	67
2018 Q2	$404K	Hold	1,979	–	–	0.04%	73
2018 Q1	$343K	Hold	1,979	–	–	0.04%	71
2017 Q4	$312K	Hold	1,979	–	–	0.03%	77
2017 Q3	$281K	Hold	1,979	–	–	0.03%	75
2017 Q2	$263K	Hold	1,979	–	–	0.03%	79
2017 Q1	$230K	Buy	1,979 +29	+1%	+$3.48K	0.03%	81
2016 Q4	$223K	Hold	1,950	–	–	0.03%	83
2016 Q3	$215K	Hold	1,950	–	–	0.03%	80
2016 Q2	$218K	Sell	1,950 -125	-6%	-$13.1K	0.03%	79
2016 Q1	$216K	Sell	2,075 -325	-14%	-$31.4K	0.03%	81
2015 Q4	$232K	Hold	2,400	–	–	0.03%	80
2015 Q3	$213K	Hold	2,400	–	–	0.03%	78
2015 Q2	$242K	Hold	2,400	–	–	0.03%	78
2015 Q1	$233K	Hold	2,400	–	–	0.03%	80
2014 Q4	$221K	Sell	2,400 -250	-9%	-$22.2K	0.03%	80
2014 Q3	$232K	Hold	2,650	–	–	0.03%	84
2014 Q2	$213K	Hold	2,650	–	–	0.03%	89
2014 Q1	$206K	Hold	2,650	–	–	0.03%	91
2013 Q4	$202K	Buy	+2,650	New	+$190K	0.03%	91

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

E.S. Barr & Co's INTU Position: Q1 2026 in Review

E.S. Barr & Co increased its Intuit (INTU) stake by 53% in Q1 2026, buying an estimated $405K and bringing the position to 2,458 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #53.

E.S. Barr & Co first reported a position in INTU in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.25M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

E.S. Barr & Co held 2,458 shares of Intuit worth $1.06M as of Q1 2026.
E.S. Barr & Co bought 850 Intuit shares in Q1 2026, an estimated $405K.
Intuit made up 0.06% of E.S. Barr & Co's portfolio in Q1 2026, its #53 holding.
E.S. Barr & Co first reported a position in Intuit in Q4 2013 and has held it in 50 quarters since.
E.S. Barr & Co's Intuit position peaked at $1.25M in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on E.S. Barr & Co's 13F filing for Q1 2026, filed 13 May 2026.