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Rockline Wealth Management’s Intuit INTU Stock Holding History

Rockline 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
Q1 		– Sell
-2,120
Closed -$1.4M – 113
2025
Q4 		$1.4M Buy
2,120
+339
+19% +$224K 0.29% 55
2025
Q3 		$1.22M Buy
1,781
+547
+44% +$394K 0.25% 56
2025
Q2 		$972K Buy
1,234
+131
+12% +$88.7K 0.23% 56
2025
Q1 		$677K Buy
1,103
+121
+12% +$72.7K 0.19% 62
2024
Q4 		$617K Buy
982
+53
+6% +$33.9K 0.16% 65
2024
Q3 		$577K Buy
929
+75
+9% +$47.9K 0.16% 67
2024
Q2 		$561K Buy
854
+31
+4% +$19.2K 0.17% 67
2024
Q1 		$535K Buy
823
+89
+12% +$56.8K 0.19% 69
2023
Q4 		$459K Buy
+734
New +$405K 0.19% 69

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Rockline Wealth Management's INTU Position: Q1 2026 in Review

Rockline Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 2,120 shares — an estimated $1.4M sold.

Rockline Wealth Management first reported a position in INTU in Q4 2023 and held it in 9 quarters. The position peaked at $1.4M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Rockline Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Rockline Wealth Management sold 2,120 Intuit shares in Q1 2026, an estimated $1.4M.
  • Rockline Wealth Management first reported a position in Intuit in Q4 2023 and held it in 9 quarters.
  • Rockline Wealth Management's Intuit position peaked at $1.4M in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Rockline Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.