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Richard W. Paul & Associates’s Intuit INTU Stock Holding History

Richard W. Paul & Associates’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 		$774K Buy
1,789
+117
+7% +$55.8K 0.26% 101
2025
Q4 		$1.11M Buy
1,672
+291
+21% +$192K 0.37% 72
2025
Q3 		$943K Sell
1,381
-13
-0.9% -$9.37K 0.32% 81
2025
Q2 		$1.1M Buy
1,394
+3
+0.2% +$2.03K 0.4% 63
2025
Q1 		$854K Buy
1,391
+45
+3% +$27K 0.33% 74
2024
Q4 		$846K Buy
1,346
+28
+2% +$17.9K 0.31% 91
2024
Q3 		$819K Sell
1,318
-16
-1% -$10.2K 0.29% 98
2024
Q2 		$877K Buy
1,334
+48
+4% +$29.8K 0.34% 79
2024
Q1 		$836K Sell
1,286
-30
-2% -$19.1K 0.33% 80
2023
Q4 		$823K Sell
1,316
-86
-6% -$47.4K 0.35% 76
2023
Q3 		$716K Sell
1,402
-115
-8% -$58.2K 0.33% 84
2023
Q2 		$695K Buy
1,517
+150
+11% +$65.7K 0.3% 93
2023
Q1 		$610K Buy
1,367
+123
+10% +$50.5K 0.28% 99
2022
Q4 		$484K Buy
+1,244
New +$493K 0.24% 99

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

Richard W. Paul & Associates's INTU Position: Q1 2026 in Review

Richard W. Paul & Associates increased its Intuit (INTU) stake by 7% in Q1 2026, buying an estimated $55.8K and bringing the position to 1,789 shares worth $774K. The position accounts for 0.26% of the portfolio, ranked #101.

Richard W. Paul & Associates first reported a position in INTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.11M in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Richard W. Paul & Associates held 1,789 shares of Intuit worth $774K as of Q1 2026.
  • Richard W. Paul & Associates bought 117 Intuit shares in Q1 2026, an estimated $55.8K.
  • Intuit made up 0.26% of Richard W. Paul & Associates's portfolio in Q1 2026, its #101 holding.
  • Richard W. Paul & Associates first reported a position in Intuit in Q4 2022 and has held it in 14 quarters since.
  • Richard W. Paul & Associates's Intuit position peaked at $1.11M in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.