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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
Q2 		$8.09K Sell
31
-43
-58% -$15K ﹤0.01% 587
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rialto Wealth Management's INTU Position: Q2 2026 in Review

Rialto Wealth Management reduced its Intuit (INTU) stake by 58% in Q2 2026, selling an estimated $15K and leaving 31 shares worth $8.09K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Rialto Wealth Management first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.9K in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Rialto Wealth Management held 31 shares of Intuit worth $8.09K as of Q2 2026.
  • Rialto Wealth Management sold 43 Intuit shares in Q2 2026, an estimated $15K.
  • Intuit made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #587 holding.
  • Rialto Wealth Management first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Intuit position peaked at $55.9K in Q2 2025.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.