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Rialto Wealth Management’s Intuit INTU Stock Holding History

Rialto Wealth 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
Q1 		$32K Buy
74
+1
+1% +$477 0.01% 325
2025
Q4 		$48.4K Buy
73
+2
+3% +$1.32K 0.01% 284
2025
Q3 		$48.5K Hold
71
– – 0.01% 273
2025
Q2 		$55.9K Buy
71
+1
+1% +$677 0.02% 260
2025
Q1 		$43K Buy
70
+4
+6% +$2.4K 0.01% 273
2024
Q4 		$41.5K Buy
+66
New +$42.2K 0.01% 272

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Rialto Wealth Management's INTU Position: Q1 2026 in Review

Rialto Wealth Management increased its Intuit (INTU) stake by 1.4% in Q1 2026, buying an estimated $477 and bringing the position to 74 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #325.

Rialto Wealth Management first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $55.9K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Rialto Wealth Management held 74 shares of Intuit worth $32K as of Q1 2026.
  • Rialto Wealth Management bought 1 Intuit share in Q1 2026, an estimated $477.
  • Intuit made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #325 holding.
  • Rialto Wealth Management first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Intuit position peaked at $55.9K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.