Edmond de Rothschild Holding’s Intuit INTU Stock Holding History

Edmond de Rothschild Holding’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	$288K	Sell	667 -300	-31%	-$143K	﹤0.01%	356
2025 Q4	$641K	Sell	967 -16	-2%	-$10.6K	0.01%	317
2025 Q3	$671K	Hold	983	–	–	0.01%	322
2025 Q2	$774K	Hold	983	–	–	0.01%	304
2025 Q1	$604K	Hold	983	–	–	0.01%	309
2024 Q4	$618K	Sell	983 -16	-2%	-$10.2K	0.01%	317
2024 Q3	$620K	Sell	999 -248	-20%	-$158K	0.01%	316
2024 Q2	$820K	Sell	1,247 -240	-16%	-$149K	0.01%	304
2024 Q1	$967K	Sell	1,487 -229	-13%	-$146K	0.02%	313
2023 Q4	$1.07M	Buy	1,716 +145	+9%	+$80K	0.02%	304
2023 Q3	$803K	Sell	1,571 -8	-0.5%	-$4.05K	0.02%	325
2023 Q2	$723K	Buy	1,579 +304	+24%	+$133K	0.01%	353
2023 Q1	$568K	Buy	1,275 +744	+140%	+$305K	0.01%	367
2022 Q4	$207K	Sell	531 -55	-9%	-$21.8K	﹤0.01%	464
2022 Q3	$227K	Hold	586	–	–	0.01%	442
2022 Q2	$226K	Sell	586 -145	-20%	-$60K	0.01%	466
2022 Q1	$351K	Hold	731	–	–	0.01%	424
2021 Q4	$470K	Hold	731	–	–	0.01%	422
2021 Q3	$394K	Hold	731	–	–	0.01%	456
2021 Q2	$358K	Hold	731	–	–	0.01%	468
2021 Q1	$280K	Hold	731	–	–	0.01%	438
2020 Q4	$278K	Hold	731	–	–	0.01%	404
2020 Q3	$238K	Hold	731	–	–	0.01%	381
2020 Q2	$217K	Buy	+731	New	+$201K	0.01%	364

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Edmond de Rothschild Holding's INTU Position: Q1 2026 in Review

Edmond de Rothschild Holding reduced its Intuit (INTU) stake by 31% in Q1 2026, selling an estimated $143K and leaving 667 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Edmond de Rothschild Holding first reported a position in INTU in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.07M in Q4 2023. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Edmond de Rothschild Holding held 667 shares of Intuit worth $288K as of Q1 2026.
Edmond de Rothschild Holding sold 300 Intuit shares in Q1 2026, an estimated $143K.
Intuit made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #356 holding.
Edmond de Rothschild Holding first reported a position in Intuit in Q2 2020 and has held it in 24 quarters since.
Edmond de Rothschild Holding's Intuit position peaked at $1.07M in Q4 2023.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.