RMR Wealth Builders
INTU icon

RMR Wealth Builders’s Intuit INTU Stock Holding History

RMR Wealth Builders’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 		– Sell
-1,033
Closed -$270K – 320
2026
Q2 		$270K Sell
1,033
-317
-23% -$110K 0.02% 264
2026
Q1 		$584K Sell
1,350
-2,415
-64% -$1.15M 0.05% 159
2025
Q4 		$2.49M Buy
3,765
+474
+14% +$313K 0.2% 75
2025
Q3 		$2.25M Buy
3,291
+215
+7% +$155K 0.19% 70
2025
Q2 		$2.42M Buy
3,076
+135
+5% +$91.4K 0.22% 59
2025
Q1 		$1.81M Buy
2,941
+430
+17% +$258K 0.19% 71
2024
Q4 		$1.58M Buy
2,511
+177
+8% +$113K 0.16% 76
2024
Q3 		$1.45M Sell
2,334
-48
-2% -$30.6K 0.15% 81
2024
Q2 		$1.57M Buy
2,382
+146
+7% +$90.6K 0.18% 72
2024
Q1 		$1.45M Buy
2,236
+232
+12% +$148K 0.18% 74
2023
Q4 		$1.25M Buy
2,004
+176
+10% +$97.1K 0.18% 71
2023
Q3 		$934K Buy
1,828
+702
+62% +$355K 0.15% 74
2023
Q2 		$516K Sell
1,126
-977
-46% -$428K 0.09% 113
2023
Q1 		$938K Buy
2,103
+1,000
+91% +$411K 0.18% 67
2022
Q4 		$429K Buy
1,103
+43
+4% +$17.1K 0.1% 108
2022
Q3 		$410K Sell
1,060
-28
-3% -$12.1K 0.1% 108
2022
Q2 		$419K Hold
1,088
– – 0.1% 120
2022
Q1 		$523K Buy
+1,088
New +$557K 0.11% 117
2021
Q4 		– Sell
-1,030
Closed -$556K – 160
2021
Q3 		$556K Hold
1,030
– – 0.16% 94
2021
Q2 		$505K Sell
1,030
-775
-43% -$336K 0.17% 92
2021
Q1 		$691K Buy
1,805
+775
+75% +$298K 0.18% 82
2020
Q4 		$391K Sell
1,030
-885
-46% -$311K 0.19% 90
2020
Q3 		$625K Buy
1,915
+938
+96% +$293K 0.16% 97
2020
Q2 		$289K Buy
+977
New +$268K 0.26% 88
2019
Q4 		$256K Buy
+977
New +$255K 0.25% 91

Other funds holding INTU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

RMR Wealth Builders's INTU Position: Q3 2026 in Review

RMR Wealth Builders sold out of Intuit (INTU) in Q3 2026, closing a stake of 1,033 shares — an estimated $270K sold.

RMR Wealth Builders first reported a position in INTU in Q4 2019 and held it in 25 quarters. The position peaked at $2.49M in Q4 2025. 1,475 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • RMR Wealth Builders reported no remaining Intuit position as of Q3 2026 after selling out during the quarter.
  • RMR Wealth Builders sold 1,033 Intuit shares in Q3 2026, an estimated $270K.
  • RMR Wealth Builders first reported a position in Intuit in Q4 2019 and held it in 25 quarters.
  • RMR Wealth Builders's Intuit position peaked at $2.49M in Q4 2025.
  • 1,475 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.