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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
Q2 		$12.3K Sell
47
-2
-4% -$697 0.01% 456
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 $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

Richardson Financial Services's INTU Position: Q2 2026 in Review

Richardson Financial Services reduced its Intuit (INTU) stake by 4.1% in Q2 2026, selling an estimated $697 and leaving 47 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #456.

Richardson Financial Services first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $238K in Q4 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Richardson Financial Services held 47 shares of Intuit worth $12.3K as of Q2 2026.
  • Richardson Financial Services sold 2 Intuit shares in Q2 2026, an estimated $697.
  • Intuit made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #456 holding.
  • Richardson Financial Services first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • Richardson Financial Services's Intuit position peaked at $238K in Q4 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.