Three Bearings Fiduciary Advisors’s Intuit INTU Stock Holding History

Three Bearings Fiduciary Advisors’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	-4	Closed	-$2K	–	369
2025 Q4	$2K	Buy	+4	New	+$2.64K	﹤0.01%	231

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Three Bearings Fiduciary Advisors's INTU Position: Q1 2026 in Review

Three Bearings Fiduciary Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 4 shares — an estimated $2K sold.

Three Bearings Fiduciary Advisors first reported a position in INTU in Q4 2025 and held it in 1 quarter. The position peaked at $2K in Q4 2025. 2,010 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Three Bearings Fiduciary Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Three Bearings Fiduciary Advisors sold 4 Intuit shares in Q1 2026, an estimated $2K.
Three Bearings Fiduciary Advisors first reported a position in Intuit in Q4 2025 and held it in 1 quarter.
Three Bearings Fiduciary Advisors's Intuit position peaked at $2K in Q4 2025.
2,010 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q1 2026, filed 11 Jun 2026.