Roberts Capital Advisors’s Intuit INTU Stock Holding History

Roberts Capital Advisors’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
2025 Q4	–	Sell	-1,470	Closed	-$1M	–	28
2025 Q3	$1M	Hold	1,470	–	–	1.12%	23
2025 Q2	$1.16M	Hold	1,470	–	–	0.86%	25
2025 Q1	$903K	Buy	+1,470	New	+$883K	0.79%	33

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Roberts Capital Advisors's INTU Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Intuit (INTU) in Q4 2025, closing a stake of 1,470 shares — an estimated $1M sold.

Roberts Capital Advisors first reported a position in INTU in Q1 2025 and held it in 3 quarters. The position peaked at $1.16M in Q2 2025. 2,258 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

Roberts Capital Advisors reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 1,470 Intuit shares in Q4 2025, an estimated $1M.
Roberts Capital Advisors first reported a position in Intuit in Q1 2025 and held it in 3 quarters.
Roberts Capital Advisors's Intuit position peaked at $1.16M in Q2 2025.
2,258 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.