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INTU icon

Revolve Wealth Partners’s Intuit INTU Stock Holding History

Revolve Wealth Partners’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 		$271K Buy
1,038
+188
+22% +$65.5K 0.03% 290
2026
Q1 		$368K Sell
850
-38
-4% -$18.1K 0.05% 155
2025
Q4 		$588K Buy
888
+15
+2% +$9.91K 0.07% 123
2025
Q3 		$596K Buy
873
+14
+2% +$10.1K 0.07% 118
2025
Q2 		$677K Buy
859
+33
+4% +$22.3K 0.09% 103
2025
Q1 		$507K Buy
826
+13
+2% +$7.81K 0.07% 117
2024
Q4 		$511K Buy
813
+482
+146% +$308K 0.08% 120
2024
Q3 		$206K Sell
331
-13
-4% -$8.3K 0.03% 192
2024
Q2 		$226K Sell
344
-39
-10% -$24.2K 0.04% 160
2024
Q1 		$249K Buy
+383
New +$244K 0.04% 151

Other funds holding INTU

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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return