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Roberts Wealth Advisors’s Intuit INTU Stock Holding History

Roberts Wealth 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
2026
Q2 		$2.19M Buy
8,381
+2,583
+45% +$900K 0.5% 57
2026
Q1 		$2.51M Buy
5,798
+274
+5% +$131K 0.64% 46
2025
Q4 		$3.66M Sell
5,524
-88
-2% -$58.2K 0.95% 35
2025
Q3 		$3.83M Sell
5,612
-43
-0.8% -$31K 1.02% 34
2025
Q2 		$4.45M Sell
5,655
-85
-1% -$57.5K 1.28% 27
2025
Q1 		$3.52M Buy
5,740
+48
+0.8% +$28.8K 1.09% 29
2024
Q4 		$3.54M Sell
5,692
-24
-0.4% -$15.3K 1.07% 31
2024
Q3 		$3.51M Buy
5,716
+34
+0.6% +$21.7K 1.13% 32
2024
Q2 		$3.7M Buy
5,682
+39
+0.7% +$24.2K 1.26% 29
2024
Q1 		$3.45M Buy
+5,643
New +$3.6M 1.29% 27
2023
Q4 		– Sell
-5,625
Closed -$3.04M – 68
2023
Q3 		$3.04M Buy
5,625
+47
+0.8% +$23.8K 1.34% 27
2023
Q2 		$2.56M Buy
5,578
+117
+2% +$51.2K 1.12% 30
2023
Q1 		$2.4M Buy
5,461
+79
+1% +$32.4K 1.1% 33
2022
Q4 		$2.11M Buy
5,382
+53
+1% +$21K 1.02% 41
2022
Q3 		$2.19M Buy
5,329
+174
+3% +$75.2K 1.08% 33
2022
Q2 		$2.1M Buy
5,155
+144
+3% +$59.6K 0.91% 36
2022
Q1 		$2.42M Buy
5,011
+132
+3% +$67.6K 0.95% 37
2021
Q4 		$3.08M Sell
4,879
-62
-1% -$38.3K 1.11% 32
2021
Q3 		$2.67M Buy
+4,941
New +$2.66M 1.06% 32

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Roberts Wealth Advisors's INTU Position: Q2 2026 in Review

Roberts Wealth Advisors increased its Intuit (INTU) stake by 45% in Q2 2026, buying an estimated $900K and bringing the position to 8,381 shares worth $2.19M. The position accounts for 0.5% of the portfolio, ranked #57.

Roberts Wealth Advisors first reported a position in INTU in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.45M in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Roberts Wealth Advisors held 8,381 shares of Intuit worth $2.19M as of Q2 2026.
  • Roberts Wealth Advisors bought 2,583 Intuit shares in Q2 2026, an estimated $900K.
  • Intuit made up 0.5% of Roberts Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Roberts Wealth Advisors first reported a position in Intuit in Q3 2021 and has held it in 19 quarters since.
  • Roberts Wealth Advisors's Intuit position peaked at $4.45M in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.