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 Q3	$13.8K	Buy	50 +3	+6%	+$943	0.01%	445
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Richardson Financial Services's INTU Position: Q3 2026 in Review

Richardson Financial Services increased its Intuit (INTU) stake by 6.4% in Q3 2026, buying an estimated $943 and bringing the position to 50 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #445.

Richardson Financial Services first reported a position in INTU in Q4 2024 and has held it in 8 quarters since. The position peaked at $238K in Q4 2025. 922 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Richardson Financial Services held 50 shares of Intuit worth $13.8K as of Q3 2026.
Richardson Financial Services bought 3 Intuit shares in Q3 2026, an estimated $943.
Intuit made up 0.01% of Richardson Financial Services's portfolio in Q3 2026, its #445 holding.
Richardson Financial Services first reported a position in Intuit in Q4 2024 and has held it in 8 quarters since.
Richardson Financial Services's Intuit position peaked at $238K in Q4 2025.
922 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.