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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
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

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

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

RMG Wealth Management reduced its Intuit (INTU) stake by 32% in Q1 2026, selling an estimated $11.9K and leaving 53 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

RMG Wealth Management first reported a position in INTU in Q2 2025 and has held it in 4 quarters since. The position peaked at $41.7K in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • RMG Wealth Management held 53 shares of Intuit worth $20.8K as of Q1 2026.
  • RMG Wealth Management sold 25 Intuit shares in Q1 2026, an estimated $11.9K.
  • Intuit made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #223 holding.
  • RMG Wealth Management first reported a position in Intuit in Q2 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's Intuit position peaked at $41.7K in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.