Brown Advisory released its second-quarter 2025 investor letter focusing on delivering strong long-term performance. The strategy outperformed its benchmark with investments in Information Technology and Industrials. Top holding Intuit Inc. (INTU) saw a 4.71% one-month return and closed at $687.92 per share on September 19, 2025, with a market cap of $191.796 billion.

In the same quarter, Brown Advisory praised Intuit Inc. (INTU) for its software products for businesses. Operational efficiency gains from artificial intelligence led to an update in fiscal year guidance. The company’s performance was bolstered by strength in TurboTax Live and cross-selling services.

105 hedge fund portfolios held Intuit Inc. (INTU) at the end of the second quarter, up from 87 in the previous quarter. The company reported $3.8 billion in revenue for the fiscal fourth quarter of 2025, a 20% increase year-over-year. While acknowledging Intuit’s potential, some believe other AI stocks offer greater upside and less downside risk.

Read more at Yahoo Finance: Here’s What Lifted Intuit (INTU) in Q2