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ROI Financial Advisors’s Intuit INTU Stock Holding History

ROI Financial 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 		$843K Sell
1,949
-205
-10% -$97.8K 0.5% 38
2025
Q4 		$1.43M Sell
2,154
-27
-1% -$17.8K 0.82% 29
2025
Q3 		$1.49M Sell
2,181
-112
-5% -$80.7K 0.89% 28
2025
Q2 		$1.81M Sell
2,293
-188
-8% -$127K 1.15% 23
2025
Q1 		$1.52M Sell
2,481
-267
-10% -$160K 1.11% 24
2024
Q4 		$1.73M Buy
2,748
+49
+2% +$31.3K 1.18% 20
2024
Q3 		$1.68M Buy
2,699
+208
+8% +$133K 1.16% 24
2024
Q2 		$1.63M Buy
2,491
+69
+3% +$42.8K 1.18% 22
2024
Q1 		$1.57M Sell
2,422
-3
-0.1% -$1.92K 1.24% 22
2023
Q4 		$1.51M Buy
+2,425
New +$1.34M 1.25% 24

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

ROI Financial Advisors's INTU Position: Q1 2026 in Review

ROI Financial Advisors reduced its Intuit (INTU) stake by 9.5% in Q1 2026, selling an estimated $97.8K and leaving 1,949 shares worth $843K. The position accounts for 0.5% of the portfolio, ranked #38.

ROI Financial Advisors first reported a position in INTU in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.81M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • ROI Financial Advisors held 1,949 shares of Intuit worth $843K as of Q1 2026.
  • ROI Financial Advisors sold 205 Intuit shares in Q1 2026, an estimated $97.8K.
  • Intuit made up 0.5% of ROI Financial Advisors's portfolio in Q1 2026, its #38 holding.
  • ROI Financial Advisors first reported a position in Intuit in Q4 2023 and has held it in 10 quarters since.
  • ROI Financial Advisors's Intuit position peaked at $1.81M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.