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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
Q2 		$971K Sell
3,719
-1,343
-27% -$468K 0.01% 625
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 $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 $3.38T AUM 44.17% 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

Ritholtz Wealth Management's INTU Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Intuit (INTU) stake by 27% in Q2 2026, selling an estimated $468K and leaving 3,719 shares worth $971K. The position accounts for 0.01% of the portfolio, ranked #625.

Ritholtz Wealth Management first reported a position in INTU in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.48M in Q4 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Ritholtz Wealth Management held 3,719 shares of Intuit worth $971K as of Q2 2026.
  • Ritholtz Wealth Management sold 1,343 Intuit shares in Q2 2026, an estimated $468K.
  • Intuit made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #625 holding.
  • Ritholtz Wealth Management first reported a position in Intuit in Q3 2020 and has held it in 24 quarters since.
  • Ritholtz Wealth Management's Intuit position peaked at $4.48M in Q4 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.