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 Q3	$831K	Buy	3,013 +193	+7%	+$60.6K	0.31%	102
2026 Q2	$736K	Buy	2,820 +798	+39%	+$278K	0.28%	117
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

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Ridgewood Investments's INTU Position: Q3 2026 in Review

Ridgewood Investments increased its Intuit (INTU) stake by 6.8% in Q3 2026, buying an estimated $60.6K and bringing the position to 3,013 shares worth $831K. The position accounts for 0.31% of the portfolio, ranked #102.

Ridgewood Investments first reported a position in INTU in Q1 2023 and has held it in 7 quarters since. The position peaked at $874K in Q1 2026. 21 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Ridgewood Investments held 3,013 shares of Intuit worth $831K as of Q3 2026.
Ridgewood Investments bought 193 Intuit shares in Q3 2026, an estimated $60.6K.
Intuit made up 0.31% of Ridgewood Investments's portfolio in Q3 2026, its #102 holding.
Ridgewood Investments first reported a position in Intuit in Q1 2023 and has held it in 7 quarters since.
Ridgewood Investments's Intuit position peaked at $874K in Q1 2026.
21 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.