B. Riley Wealth Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $201K | Sell |
754
-481
| -39% | -$168K | 0.01% | 776 |
|
|
2026
Q1 | $530K | Buy |
1,235
+121
| +11% | +$57.7K | 0.03% | 429 |
|
|
2025
Q4 | $738K | Buy |
1,114
+61
| +6% | +$40.3K | 0.03% | 408 |
|
|
2025
Q3 | $719K | Buy |
1,053
+201
| +24% | +$145K | 0.03% | 421 |
|
|
2025
Q2 | $671K | Buy |
+852
| New | +$577K | 0.03% | 438 |
|
|
2024
Q4 | $488K | Sell |
777
-1,755
| -69% | -$1.12M | 0.02% | 706 |
|
|
2024
Q3 | $1.55M | Sell |
2,532
-47
| -2% | -$30K | 0.04% | 386 |
|
|
2024
Q2 | $1.69M | Sell |
2,579
-53
| -2% | -$32.9K | 0.04% | 386 |
|
|
2024
Q1 | $1.34M | Sell |
2,632
-127
| -5% | -$81.1K | 0.04% | 443 |
|
|
2023
Q4 | $1.72M | Buy |
2,759
+127
| +5% | +$70.1K | 0.05% | 392 |
|
|
2023
Q3 | $1.34M | Sell |
2,632
-842
| -24% | -$426K | 0.04% | 443 |
|
|
2023
Q2 | $1.59M | Sell |
3,474
-555
| -14% | -$243K | 0.04% | 433 |
|
|
2023
Q1 | $1.8M | Sell |
4,029
-3,780
| -48% | -$1.55M | 0.05% | 376 |
|
|
2022
Q4 | $3.04M | Sell |
7,809
-1,176
| -13% | -$467K | 0.09% | 242 |
|
|
2022
Q3 | $3.48M | Buy |
8,985
+360
| +4% | +$156K | 0.11% | 202 |
|
|
2022
Q2 | $3.33M | Buy |
8,625
+168
| +2% | +$69.6K | 0.14% | 154 |
|
|
2022
Q1 | $4.07M | Sell |
8,457
-799
| -9% | -$409K | 0.13% | 167 |
|
|
2021
Q4 | $5.95M | Buy |
9,256
+395
| +4% | +$244K | 0.17% | 125 |
|
|
2021
Q3 | $4.72M | Buy |
8,861
+1,282
| +17% | +$691K | 0.15% | 153 |
|
|
2021
Q2 | $3.58M | Buy |
7,579
+763
| +11% | +$331K | 0.12% | 201 |
|
|
2021
Q1 | $2.61M | Sell |
6,816
-672
| -9% | -$259K | 0.09% | 251 |
|
|
2020
Q4 | $2.85M | Buy |
7,488
+241
| +3% | +$84.6K | 0.15% | 153 |
|
|
2020
Q3 | $2.34M | Buy |
7,247
+111
| +2% | +$34.7K | 0.12% | 175 |
|
|
2020
Q2 | $2.12M | Sell |
7,136
-537
| -7% | -$147K | 0.14% | 162 |
|
|
2020
Q1 | $1.77M | Buy |
7,673
+3,009
| +65% | +$815K | 0.15% | 146 |
|
|
2019
Q4 | $1.22M | Buy |
4,664
+593
| +15% | +$155K | 0.1% | 211 |
|
|
2019
Q3 | $1.08M | Buy |
4,071
+1,536
| +61% | +$423K | 0.11% | 212 |
|
|
2019
Q2 | $664K | Buy |
2,535
+408
| +19% | +$104K | 0.07% | 283 |
|
|
2019
Q1 | $556K | Buy |
2,127
+115
| +6% | +$26.6K | 0.07% | 302 |
|
|
2018
Q4 | $397K | Sell |
2,012
-174
| -8% | -$36.2K | 0.06% | 365 |
|
|
2018
Q3 | $498K | Sell |
2,186
-303
| -12% | -$65.1K | 0.06% | 351 |
|
|
2018
Q2 | $509K | Buy |
+2,489
| New | +$477K | 0.07% | 317 |
|
|
2015
Q1 | – | Sell |
-662
| Closed | -$61 | – | 1255 |
|
|
2014
Q4 | $61 | Buy |
+662
| New | +$58.9K | ﹤0.01% | 1989 |
|
|
2014
Q3 | – | Sell |
-560
| Closed | -$45.1K | – | 1256 |
|
|
2014
Q2 | $45.1K | Buy |
+560
| New | +$43.2K | 0.01% | 1079 |
|
|
2013
Q3 | – | Sell |
-2,650
| Closed | -$162K | – | 706 |
|
|
2013
Q2 | $162K | Buy |
+2,650
| New | +$160K | 0.06% | 404 |
|
Other funds holding INTU
LT
ATO
NONA
BTCPP
B. Riley Wealth Advisors's INTU Position: Q2 2026 in Review
B. Riley Wealth Advisors reduced its Intuit (INTU) stake by 39% in Q2 2026, selling an estimated $168K and leaving 754 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #776.
B. Riley Wealth Advisors first reported a position in INTU in Q2 2013 and has held it in 35 quarters since. The position peaked at $5.95M in Q4 2021. 517 funds tracked by Wall St. Rank hold INTU as of Q2 2026.
- B. Riley Wealth Advisors held 754 shares of Intuit worth $201K as of Q2 2026.
- B. Riley Wealth Advisors sold 481 Intuit shares in Q2 2026, an estimated $168K.
- Intuit made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #776 holding.
- B. Riley Wealth Advisors first reported a position in Intuit in Q2 2013 and has held it in 35 quarters since.
- B. Riley Wealth Advisors's Intuit position peaked at $5.95M in Q4 2021.
- 517 funds tracked by Wall St. Rank held Intuit as of Q2 2026.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.