RBCM
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Raub Brock Capital Management’s Intuit INTU Stock Holding History

Raub Brock Capital Management’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 		– Sell
-32,803
Closed -$14.2M – 46
2026
Q1 		$14.2M Buy
32,803
+6,514
+25% +$3.11M 3.59% 10
2025
Q4 		$17.4M Sell
26,289
-973
-4% -$643K 3.88% 9
2025
Q3 		$18.6M Sell
27,262
-555
-2% -$400K 4.01% 8
2025
Q2 		$21.9M Sell
27,817
-952
-3% -$644K 4.77% 4
2025
Q1 		$17.7M Sell
28,769
-1,494
-5% -$897K 3.94% 10
2024
Q4 		$19M Buy
30,263
+291
+1% +$186K 4.04% 9
2024
Q3 		$18.6M Sell
29,972
-915
-3% -$584K 3.78% 15
2024
Q2 		$20.3M Sell
30,887
-1,275
-4% -$791K 4.43% 5
2024
Q1 		$20.9M Sell
32,162
-2,556
-7% -$1.63M 4.43% 5
2023
Q4 		$21.7M Sell
34,718
-9,000
-21% -$4.96M 4.55% 3
2023
Q3 		$22.3M Sell
43,718
-1,979
-4% -$1M 4.44% 6
2023
Q2 		$20.9M Buy
+45,697
New +$20M 3.93% 12

Other funds holding INTU

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return