Roberts Wealth Advisors
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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
Q3 		$2.27M Sell
8,218
-163
-2% -$51.2K 0.51% 55
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Roberts Wealth Advisors's INTU Position: Q3 2026 in Review

Roberts Wealth Advisors reduced its Intuit (INTU) stake by 1.9% in Q3 2026, selling an estimated $51.2K and leaving 8,218 shares worth $2.27M. The position accounts for 0.51% of the portfolio, ranked #55.

Roberts Wealth Advisors first reported a position in INTU in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.45M in Q2 2025. 922 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Roberts Wealth Advisors held 8,218 shares of Intuit worth $2.27M as of Q3 2026.
  • Roberts Wealth Advisors sold 163 Intuit shares in Q3 2026, an estimated $51.2K.
  • Intuit made up 0.51% of Roberts Wealth Advisors's portfolio in Q3 2026, its #55 holding.
  • Roberts Wealth Advisors first reported a position in Intuit in Q3 2021 and has held it in 20 quarters since.
  • Roberts Wealth Advisors's Intuit position peaked at $4.45M in Q2 2025.
  • 922 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.