RMG Wealth Management
INTU icon

RMG Wealth Management’s Intuit INTU Stock Holding History

RMG 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
Q3 		$17.3K Hold
49
– – ﹤0.01% 252
2026
Q2 		$16.4K Sell
49
-4
-8% -$1.39K ﹤0.01% 242
2026
Q1 		$20.8K Sell
53
-25
-32% -$11.9K ﹤0.01% 223
2025
Q4 		$41.7K Buy
78
+29
+59% +$19.2K 0.01% 161
2025
Q3 		$33.3K Hold
49
– – ﹤0.01% 163
2025
Q2 		$36.9K Buy
+49
New +$33.2K 0.01% 153

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Lindsell Train
Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

RMG Wealth Management's INTU Position: Q3 2026 in Review

RMG Wealth Management held its Intuit (INTU) position steady in Q3 2026 at 49 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

RMG Wealth Management first reported a position in INTU in Q2 2025 and has held it in 6 quarters since. The position peaked at $41.7K in Q4 2025. 763 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • RMG Wealth Management held 49 shares of Intuit worth $17.3K as of Q3 2026.
  • RMG Wealth Management left its Intuit share count unchanged in Q3 2026.
  • Intuit made up ﹤0.01% of RMG Wealth Management's portfolio in Q3 2026, its #252 holding.
  • RMG Wealth Management first reported a position in Intuit in Q2 2025 and has held it in 6 quarters since.
  • RMG Wealth Management's Intuit position peaked at $41.7K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.