RSWM
INTU icon

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
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% -$4.11K 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robertson Stephens Wealth Management's INTU Position: Q2 2026 in Review

Robertson Stephens Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 693 shares — an estimated $300K sold.

Robertson Stephens Wealth Management first reported a position in INTU in Q4 2021 and held it in 17 quarters. The position peaked at $2.17M in Q3 2024. 649 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Robertson Stephens Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 693 Intuit shares in Q2 2026, an estimated $300K.
  • Robertson Stephens Wealth Management first reported a position in Intuit in Q4 2021 and held it in 17 quarters.
  • Robertson Stephens Wealth Management's Intuit position peaked at $2.17M in Q3 2024.
  • 649 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.