Frank Rimerman Advisors’s Intuit INTU Stock Holding History

Frank Rimerman Advisors’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 Q2	$598K	Sell	2,293 -963	-30%	-$335K	0.03%	367
2026 Q1	$1.41M	Sell	3,256 -2,169	-40%	-$1.03M	0.09%	179
2025 Q4	$3.59M	Buy	5,425 +545	+11%	+$360K	0.23%	73
2025 Q3	$3.33M	Sell	4,880 -17	-0.3%	-$12.3K	0.21%	73
2025 Q2	$3.86M	Buy	4,897 +901	+23%	+$610K	0.26%	58
2025 Q1	$2.45M	Buy	3,996 +421	+12%	+$253K	0.19%	86
2024 Q4	$2.25M	Sell	3,575 -1,722	-33%	-$1.1M	0.16%	93
2024 Q3	$3.29M	Sell	5,297 -700	-12%	-$447K	0.23%	66
2024 Q2	$3.94M	Buy	5,997 +5,983	+42,736%	+$3.71M	0.28%	55
2024 Q1	$9.1K	Hold	14	–	–	﹤0.01%	175
2023 Q4	$8.75K	Buy	+14	New	+$7.72K	﹤0.01%	174

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Frank Rimerman Advisors's INTU Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its Intuit (INTU) stake by 30% in Q2 2026, selling an estimated $335K and leaving 2,293 shares worth $598K. The position accounts for 0.03% of the portfolio, ranked #367.

Frank Rimerman Advisors first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.94M in Q2 2024. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Frank Rimerman Advisors held 2,293 shares of Intuit worth $598K as of Q2 2026.
Frank Rimerman Advisors sold 963 Intuit shares in Q2 2026, an estimated $335K.
Intuit made up 0.03% of Frank Rimerman Advisors's portfolio in Q2 2026, its #367 holding.
Frank Rimerman Advisors first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
Frank Rimerman Advisors's Intuit position peaked at $3.94M in Q2 2024.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.