Rothwell Investment Advisors, LLC’s Intuit INTU Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$78.7K	Buy	+285	New	+$89.5K	0.04%	327

Other funds holding INTU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Rothwell Investment Advisors, LLC's INTU Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Intuit (INTU) in Q3 2026: 285 shares worth $78.7K. The stake represents 0.04% of the portfolio and ranks #327 among its holdings.

922 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Rothwell Investment Advisors, LLC held 285 shares of Intuit worth $78.7K as of Q3 2026.
Intuit was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Intuit made up 0.04% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #327 holding.
922 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.