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Richardson Financial Services’s Intuit INTU Stock Holding History

Richardson Financial Services’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 		$21.2K Sell
49
-310
-86% -$148K 0.01% 412
2025
Q4 		$238K Buy
359
+308
+604% +$204K 0.08% 144
2025
Q3 		$34.8K Buy
51
+21
+70% +$15.1K 0.02% 317
2025
Q2 		$23.4K Buy
30
+15
+100% +$10.2K 0.02% 325
2025
Q1 		$9.21K Buy
15
+5
+50% +$3K 0.01% 387
2024
Q4 		$6.3K Buy
+10
New +$6.39K ﹤0.01% 447

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

Richardson Financial Services's INTU Position: Q1 2026 in Review

Richardson Financial Services reduced its Intuit (INTU) stake by 86% in Q1 2026, selling an estimated $148K and leaving 49 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #412.

Richardson Financial Services first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $238K in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Richardson Financial Services held 49 shares of Intuit worth $21.2K as of Q1 2026.
  • Richardson Financial Services sold 310 Intuit shares in Q1 2026, an estimated $148K.
  • Intuit made up 0.01% of Richardson Financial Services's portfolio in Q1 2026, its #412 holding.
  • Richardson Financial Services first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • Richardson Financial Services's Intuit position peaked at $238K in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.