RWB
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
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

RMR Wealth Builders's INTU Position: Q2 2026 in Review

RMR Wealth Builders reduced its Intuit (INTU) stake by 23% in Q2 2026, selling an estimated $110K and leaving 1,033 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #264.

RMR Wealth Builders first reported a position in INTU in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.49M in Q4 2025. 522 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • RMR Wealth Builders held 1,033 shares of Intuit worth $270K as of Q2 2026.
  • RMR Wealth Builders sold 317 Intuit shares in Q2 2026, an estimated $110K.
  • Intuit made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #264 holding.
  • RMR Wealth Builders first reported a position in Intuit in Q4 2019 and has held it in 25 quarters since.
  • RMR Wealth Builders's Intuit position peaked at $2.49M in Q4 2025.
  • 522 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.