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Ridgewood Investments’s Intuit INTU Stock Holding History

Ridgewood Investments’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 		$874K Buy
+2,022
New +$964K 0.36% 89
2025
Q3 		– Sell
-39
Closed -$30.7K – 434
2025
Q2 		$30.7K Buy
39
+10
+34% +$6.77K 0.01% 393
2025
Q1 		$17.8K Buy
+29
New +$17.4K 0.01% 438
2023
Q3 		– Sell
-95
Closed -$43.5K – 464
2023
Q2 		$43.5K Hold
95
– – 0.02% 345
2023
Q1 		$42.4K Buy
+95
New +$39K 0.03% 368

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

Ridgewood Investments's INTU Position: Q1 2026 in Review

Ridgewood Investments opened a new position in Intuit (INTU) in Q1 2026: 2,022 shares worth $874K. The stake represents 0.36% of the portfolio and ranks #89 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in INTU as recently as Q2 2025.

Ridgewood Investments first reported a position in INTU in Q1 2023 and has held it in 5 quarters since. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Ridgewood Investments held 2,022 shares of Intuit worth $874K as of Q1 2026.
  • Intuit was a new Ridgewood Investments position in Q1 2026.
  • Intuit made up 0.36% of Ridgewood Investments's portfolio in Q1 2026, its #89 holding.
  • Ridgewood Investments first reported a position in Intuit in Q1 2023 and has held it in 5 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.