RFA
INTU icon

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
Q2 		$393K Sell
1,505
-444
-23% -$155K 0.2% 57
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ROI Financial Advisors's INTU Position: Q2 2026 in Review

ROI Financial Advisors reduced its Intuit (INTU) stake by 23% in Q2 2026, selling an estimated $155K and leaving 1,505 shares worth $393K. The position accounts for 0.2% of the portfolio, ranked #57.

ROI Financial Advisors first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.81M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • ROI Financial Advisors held 1,505 shares of Intuit worth $393K as of Q2 2026.
  • ROI Financial Advisors sold 444 Intuit shares in Q2 2026, an estimated $155K.
  • Intuit made up 0.2% of ROI Financial Advisors's portfolio in Q2 2026, its #57 holding.
  • ROI Financial Advisors first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
  • ROI Financial Advisors's Intuit position peaked at $1.81M in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.