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Ritholtz Wealth Management’s Intuit INTU Stock Holding History

Ritholtz Wealth Management’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 		$2.19M Sell
5,062
-1,699
-25% -$810K 0.04% 353
2025
Q4 		$4.48M Buy
6,761
+1,345
+25% +$889K 0.08% 163
2025
Q3 		$3.7M Buy
5,416
+399
+8% +$288K 0.07% 185
2025
Q2 		$3.95M Buy
5,017
+516
+11% +$349K 0.09% 143
2025
Q1 		$2.76M Buy
4,501
+517
+13% +$310K 0.08% 177
2024
Q4 		$2.5M Sell
3,984
-111
-3% -$70.9K 0.07% 190
2024
Q3 		$2.54M Buy
4,095
+174
+4% +$111K 0.08% 182
2024
Q2 		$2.58M Buy
3,921
+169
+5% +$105K 0.09% 157
2024
Q1 		$2.44M Buy
3,752
+500
+15% +$319K 0.08% 159
2023
Q4 		$2.03M Buy
3,252
+153
+5% +$84.4K 0.08% 164
2023
Q3 		$1.58M Buy
3,099
+332
+12% +$168K 0.07% 184
2023
Q2 		$1.27M Buy
2,767
+24
+0.9% +$10.5K 0.06% 216
2023
Q1 		$1.22M Buy
2,743
+627
+30% +$257K 0.06% 213
2022
Q4 		$823K Sell
2,116
-2,686
-56% -$1.07M 0.05% 270
2022
Q3 		$1.86M Buy
4,802
+2,610
+119% +$1.13M 0.1% 140
2022
Q2 		$845K Buy
2,192
+423
+24% +$175K 0.05% 219
2022
Q1 		$851K Buy
1,769
+122
+7% +$62.5K 0.06% 211
2021
Q4 		$1.06M Buy
1,647
+235
+17% +$145K 0.07% 161
2021
Q3 		$762K Buy
1,412
+191
+16% +$103K 0.05% 185
2021
Q2 		$599K Buy
1,221
+258
+27% +$112K 0.04% 219
2021
Q1 		$369K Buy
963
+110
+13% +$42.4K 0.03% 265
2020
Q4 		$324K Buy
853
+154
+22% +$54.1K 0.03% 240
2020
Q3 		$228K Buy
+699
New +$219K 0.03% 251

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

Ritholtz Wealth Management's INTU Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Intuit (INTU) stake by 25% in Q1 2026, selling an estimated $810K and leaving 5,062 shares worth $2.19M. The position accounts for 0.04% of the portfolio, ranked #353.

Ritholtz Wealth Management first reported a position in INTU in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.48M in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Ritholtz Wealth Management held 5,062 shares of Intuit worth $2.19M as of Q1 2026.
  • Ritholtz Wealth Management sold 1,699 Intuit shares in Q1 2026, an estimated $810K.
  • Intuit made up 0.04% of Ritholtz Wealth Management's portfolio in Q1 2026, its #353 holding.
  • Ritholtz Wealth Management first reported a position in Intuit in Q3 2020 and has held it in 23 quarters since.
  • Ritholtz Wealth Management's Intuit position peaked at $4.48M in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.