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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Roberts Wealth Advisors's INTU Position: Q1 2026 in Review

Roberts Wealth Advisors increased its Intuit (INTU) stake by 5% in Q1 2026, buying an estimated $131K and bringing the position to 5,798 shares worth $2.51M. The position accounts for 0.64% of the portfolio, ranked #46.

Roberts Wealth Advisors first reported a position in INTU in Q3 2021 and has held it in 18 quarters since. The position peaked at $4.45M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Roberts Wealth Advisors held 5,798 shares of Intuit worth $2.51M as of Q1 2026.
  • Roberts Wealth Advisors bought 274 Intuit shares in Q1 2026, an estimated $131K.
  • Intuit made up 0.64% of Roberts Wealth Advisors's portfolio in Q1 2026, its #46 holding.
  • Roberts Wealth Advisors first reported a position in Intuit in Q3 2021 and has held it in 18 quarters since.
  • Roberts Wealth Advisors's Intuit position peaked at $4.45M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.