Robertson Stephens Wealth Management
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Robertson Stephens Wealth Management’s Intuit INTU Stock Holding History

Robertson Stephens Wealth Management’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 		$302K Buy
+1,096
New +$344K 0.01% 516
2026
Q2 		– Sell
-693
Closed -$300K – 658
2026
Q1 		$300K Sell
693
-133
-16% -$63.4K 0.01% 515
2025
Q4 		$548K Buy
826
+203
+33% +$134K 0.01% 406
2025
Q3 		$426K Buy
623
+98
+19% +$70.6K 0.01% 385
2025
Q2 		$413K Sell
525
-377
-42% -$255K 0.01% 400
2025
Q1 		$554K Sell
902
-238
-21% -$143K 0.02% 355
2024
Q4 		$717K Sell
1,140
-2,351
-67% -$1.5M 0.03% 303
2024
Q3 		$2.17M Buy
3,491
+1,141
+49% +$728K 0.08% 188
2024
Q2 		$1.54M Buy
2,350
+136
+6% +$84.4K 0.08% 167
2024
Q1 		$1.44M Buy
2,214
+1,277
+136% +$815K 0.08% 186
2023
Q4 		$586K Sell
937
-88
-9% -$48.5K 0.04% 285
2023
Q3 		$524K Buy
1,025
+167
+19% +$84.5K 0.04% 299
2023
Q2 		$393K Sell
858
-30
-3% -$13.1K 0.03% 316
2023
Q1 		$396K Sell
888
-10
-1% -$4.1K 0.03% 323
2022
Q4 		$350K Buy
898
+264
+42% +$105K 0.03% 307
2022
Q3 		$245K Buy
+634
New +$274K 0.03% 313
2022
Q2 		– Sell
-772
Closed -$371K – 400
2022
Q1 		$371K Sell
772
-4
-0.5% -$2.05K 0.03% 282
2021
Q4 		$499K Buy
+776
New +$479K 0.04% 255

Other funds holding INTU

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Robertson Stephens Wealth Management's INTU Position: Q3 2026 in Review

Robertson Stephens Wealth Management opened a new position in Intuit (INTU) in Q3 2026: 1,096 shares worth $302K. The stake represents 0.01% of the portfolio and ranks #516 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in INTU as recently as Q1 2026.

Robertson Stephens Wealth Management first reported a position in INTU in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.17M in Q3 2024. 1,370 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Robertson Stephens Wealth Management held 1,096 shares of Intuit worth $302K as of Q3 2026.
  • Intuit was a new Robertson Stephens Wealth Management position in Q3 2026.
  • Intuit made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #516 holding.
  • Robertson Stephens Wealth Management first reported a position in Intuit in Q4 2021 and has held it in 18 quarters since.
  • Robertson Stephens Wealth Management's Intuit position peaked at $2.17M in Q3 2024.
  • 1,370 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.