Question 1

How many shares of INTU does Beacon Pointe Advisors, LLC own?

Accepted Answer

As of 2026-Q1, Beacon Pointe Advisors, LLC holds 8,749 shares of INTU (INTUIT INC).

Question 2

What is Beacon Pointe Advisors, LLC's INTU position worth?

Accepted Answer

As of 2026-Q1, Beacon Pointe Advisors, LLC's INTU position is worth $3.8M.

Question 3

Is Beacon Pointe Advisors, LLC buying or selling INTU?

Accepted Answer

In 2026-Q1, Beacon Pointe Advisors, LLC increased their INTU position (+41.9% change in shares).

Question 4

When did Beacon Pointe Advisors, LLC first buy INTU?

Accepted Answer

Based on available 13F filings, Beacon Pointe Advisors, LLC first reported a position in INTU in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	8,749	+41.9%	$3.8M	0.0%	$433.35	36
2025-Q4	Increased	6,168	+18.4%	$4.1M	0.0%	$668.65	31
2025-Q3	Increased	5,208	+1.3%	$3.6M	0.0%	$692.15	27
2025-Q2	Increased	5,140	+10.8%	$4M	0.0%	$772.68	30
2025-Q1	Decreased	4,639	-3.9%	$2.8M	0.0%	$594.88	0
2024-Q4	Decreased	4,827	-23.2%	$3M	0.0%	$625.01	0
2024-Q3	Decreased	6,288	-10.5%	$3.9M	0.0%	$612.81	0