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Matthew Hamilton Rosenberg’s Intuit INTU Stock Holding History

Matthew Hamilton Rosenberg’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 		$70.3K Sell
255
-175
-41% -$55K 0.01% 399
2026
Q2 		$112K Sell
430
-41
-9% -$14.3K 0.02% 330
2026
Q1 		$204K Sell
471
-15
-3% -$7.16K 0.04% 211
2025
Q4 		$322K Sell
486
-8
-2% -$5.29K 0.07% 137
2025
Q3 		$337K Buy
494
+14
+3% +$10.1K 0.07% 130
2025
Q2 		$378K Sell
480
-33
-6% -$22.3K 0.09% 112
2025
Q1 		$315K Hold
513
– – 0.08% 119
2024
Q4 		$322K Buy
513
+23
+5% +$14.7K 0.08% 115
2024
Q3 		$304K Buy
490
+15
+3% +$9.6K 0.08% 128
2024
Q2 		$309K Sell
475
-15
-3% -$9.3K 0.09% 116
2024
Q1 		$314K Hold
490
– – 0.09% 113
2023
Q4 		$306K Hold
490
– – 0.09% 113
2023
Q3 		$251K Hold
490
– – 0.08% 130
2023
Q2 		$225K Hold
490
– – 0.08% 151
2023
Q1 		$219K Hold
490
– – 0.07% 169
2022
Q4 		$191K Buy
490
+15
+3% +$5.95K 0.06% 180
2022
Q3 		$184K Buy
475
+33
+7% +$14.3K 0.07% 174
2022
Q2 		$172K Hold
442
– – 0.06% 190
2022
Q1 		$213K Sell
442
-31
-7% -$15.9K 0.07% 178
2021
Q4 		$304K Buy
473
+8
+2% +$4.94K 0.11% 118
2021
Q3 		$251K Buy
465
+23
+5% +$12.4K 0.1% 130
2021
Q2 		$217K Buy
442
+15
+4% +$6.5K 0.11% 125
2021
Q1 		$164K Hold
427
– – 0.09% 153
2020
Q4 		$162K Hold
427
– – 0.1% 141
2020
Q3 		$139K Hold
427
– – 0.1% 132
2020
Q2 		$126K Hold
427
– – 0.1% 140
2020
Q1 		$99K Buy
+427
New +$116K 0.1% 123

Other funds holding INTU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Matthew Hamilton Rosenberg's INTU Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Intuit (INTU) stake by 41% in Q3 2026, selling an estimated $55K and leaving 255 shares worth $70.3K. The position accounts for 0.01% of the portfolio, ranked #399.

Matthew Hamilton Rosenberg first reported a position in INTU in Q1 2020 and has held it in 27 quarters since. The position peaked at $378K in Q2 2025. 959 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Matthew Hamilton Rosenberg held 255 shares of Intuit worth $70.3K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 175 Intuit shares in Q3 2026, an estimated $55K.
  • Intuit made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #399 holding.
  • Matthew Hamilton Rosenberg first reported a position in Intuit in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Intuit position peaked at $378K in Q2 2025.
  • 959 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.