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Retirement Wealth Solutions’s Intuit INTU Stock Holding History

Retirement Wealth Solutions’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 		$9.74K Buy
35
+7
+25% +$2.2K 0.01% 267
2026
Q2 		$7.39K Sell
28
-29
-51% -$10.1K ﹤0.01% 274
2026
Q1 		$24.8K Sell
57
-33
-37% -$15.7K 0.02% 124
2025
Q4 		$59.8K Hold
90
– – 0.04% 87
2025
Q3 		$61.6K Sell
90
-1
-1% -$721 0.04% 83
2025
Q2 		$71.8K Sell
91
-2
-2% -$1.35K 0.05% 69
2025
Q1 		$57.2K Hold
93
– – 0.05% 72
2024
Q4 		$58.1K Buy
+93
New +$59.4K 0.05% 76

Other funds holding INTU

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Retirement Wealth Solutions's INTU Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Intuit (INTU) stake by 25% in Q3 2026, buying an estimated $2.2K and bringing the position to 35 shares worth $9.74K. The position accounts for 0.01% of the portfolio, ranked #267.

Retirement Wealth Solutions first reported a position in INTU in Q4 2024 and has held it in 8 quarters since. The position peaked at $71.8K in Q2 2025. 76 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Retirement Wealth Solutions held 35 shares of Intuit worth $9.74K as of Q3 2026.
  • Retirement Wealth Solutions bought 7 Intuit shares in Q3 2026, an estimated $2.2K.
  • Intuit made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #267 holding.
  • Retirement Wealth Solutions first reported a position in Intuit in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Intuit position peaked at $71.8K in Q2 2025.
  • 76 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.