Roberts, Glore & Co’s Intuit INTU Stock Holding History

Roberts, Glore & Co’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	$1.06M	Buy	2,455 +20	+0.8%	+$9.54K	0.29%	80
2025 Q4	$1.61M	Hold	2,435	–	–	0.43%	59
2025 Q3	$1.66M	Sell	2,435 -17	-0.7%	-$12.3K	0.45%	55
2025 Q2	$1.93M	Sell	2,452 -35	-1%	-$23.7K	0.56%	48
2025 Q1	$1.53M	Sell	2,487 -128	-5%	-$76.9K	0.47%	57
2024 Q4	$1.64M	Sell	2,615 -55	-2%	-$35.1K	0.49%	55
2024 Q3	$1.66M	Sell	2,670 -46	-2%	-$29.4K	0.48%	56
2024 Q2	$1.78M	Sell	2,716 -63	-2%	-$39.1K	0.54%	50
2024 Q1	$1.81M	Sell	2,779 -15	-0.5%	-$9.57K	0.54%	50
2023 Q4	$1.75M	Sell	2,794 -15	-0.5%	-$8.27K	0.54%	48
2023 Q3	$1.44M	Sell	2,809 -40	-1%	-$20.2K	0.47%	57
2023 Q2	$1.31M	Sell	2,849 -5	-0.2%	-$2.19K	0.42%	63
2023 Q1	$1.27M	Sell	2,854 -50	-2%	-$20.5K	0.43%	62
2022 Q4	$1.13M	Sell	2,904 -425	-13%	-$169K	0.39%	63
2022 Q3	$1.29M	Sell	3,329 -10	-0.3%	-$4.32K	0.46%	57
2022 Q2	$1.29M	Sell	3,339 -25	-0.7%	-$10.4K	0.43%	62
2022 Q1	$1.62M	Sell	3,364 -30	-0.9%	-$15.4K	0.47%	54
2021 Q4	$2.18M	Sell	3,394 -73	-2%	-$45.1K	0.57%	46
2021 Q3	$1.87M	Sell	3,467 -60	-2%	-$32.3K	0.57%	51
2021 Q2	$1.73M	Sell	3,527 -70	-2%	-$30.4K	0.52%	53
2021 Q1	$1.38M	Hold	3,597	–	–	0.43%	62
2020 Q4	$1.37M	Sell	3,597 -18	-0.5%	-$6.32K	0.45%	60
2020 Q3	$1.18M	Sell	3,615 -38	-1%	-$11.9K	0.42%	60
2020 Q2	$1.08M	Sell	3,653 -43	-1%	-$11.8K	0.42%	62
2020 Q1	$850K	Sell	3,696 -5	-0.1%	-$1.35K	0.36%	68
2019 Q4	$969K	Buy	3,701 +1,006	+37%	+$263K	0.37%	72
2019 Q3	$717K	Sell	2,695 -190	-7%	-$52.3K	0.44%	68
2019 Q2	$754K	Sell	2,885 -70	-2%	-$17.8K	0.46%	65
2019 Q1	$772K	Sell	2,955 -10	-0.3%	-$2.31K	0.48%	62
2018 Q4	$584K	Sell	2,965 -125	-4%	-$26K	0.41%	69
2018 Q3	$703K	Sell	3,090 -635	-17%	-$136K	0.4%	73
2018 Q2	$761K	Sell	3,725 -220	-6%	-$42.2K	0.46%	69
2018 Q1	$684K	Sell	3,945 -105	-3%	-$17.7K	0.42%	70
2017 Q4	$639K	Sell	4,050 -105	-3%	-$16K	0.39%	77
2017 Q3	$591K	Sell	4,155 -410	-9%	-$56.6K	0.38%	77
2017 Q2	$606K	Sell	4,565 -165	-3%	-$21.4K	0.4%	76
2017 Q1	$549K	Sell	4,730 -395	-8%	-$47.3K	0.38%	76
2016 Q4	$587K	Buy	5,125 +40	+0.8%	+$4.48K	0.41%	75
2016 Q3	$559K	Sell	5,085 -175	-3%	-$19.6K	0.4%	73
2016 Q2	$587K	Sell	5,260 -220	-4%	-$23K	0.45%	69
2016 Q1	$570K	Sell	5,480 -300	-5%	-$29K	0.43%	70
2015 Q4	$558K	Sell	5,780 -80	-1%	-$7.73K	0.42%	69
2015 Q3	$520K	Sell	5,860 -760	-11%	-$73.8K	0.41%	72
2015 Q2	$667K	Sell	6,620 -360	-5%	-$36.7K	0.47%	65
2015 Q1	$677K	Sell	6,980 -260	-4%	-$24.1K	0.47%	61
2014 Q4	$667K	Hold	7,240	–	–	0.44%	66
2014 Q3	$635K	Sell	7,240 -1,050	-13%	-$87.2K	0.44%	65
2014 Q2	$668K	Sell	8,290 -550	-6%	-$42.4K	0.45%	62
2014 Q1	$687K	Buy	8,840 +175	+2%	+$13.4K	0.47%	65
2013 Q4	$661K	Buy	8,665 +150	+2%	+$10.8K	0.46%	62
2013 Q3	$565K	Sell	8,515 -1,465	-15%	-$94.4K	0.42%	65
2013 Q2	$609K	Buy	+9,980	New	+$603K	0.38%	71

Other funds holding INTU

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Roberts, Glore & Co's INTU Position: Q1 2026 in Review

Roberts, Glore & Co increased its Intuit (INTU) stake by 0.82% in Q1 2026, buying an estimated $9.54K and bringing the position to 2,455 shares worth $1.06M. The position accounts for 0.29% of the portfolio, ranked #80.

Roberts, Glore & Co first reported a position in INTU in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.18M in Q4 2021. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Roberts, Glore & Co held 2,455 shares of Intuit worth $1.06M as of Q1 2026.
Roberts, Glore & Co bought 20 Intuit shares in Q1 2026, an estimated $9.54K.
Intuit made up 0.29% of Roberts, Glore & Co's portfolio in Q1 2026, its #80 holding.
Roberts, Glore & Co first reported a position in Intuit in Q2 2013 and has held it in 52 quarters since.
Roberts, Glore & Co's Intuit position peaked at $2.18M in Q4 2021.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Roberts, Glore & Co's 13F filing for Q1 2026, filed 4 May 2026.