Roman Butler Fullerton & Co’s Intuit INTU Stock Holding History

Roman Butler Fullerton & Co’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
2025 Q4	–	Sell	-329	Closed	-$216K	–	271
2025 Q3	$216K	Buy	329 +52	+19%	+$37.5K	0.06%	245
2025 Q2	$218K	Buy	+277	New	+$187K	0.06%	234
2025 Q1	–	Sell	-640	Closed	-$388K	–	236
2024 Q4	$388K	Buy	640 +11	+2%	+$7.03K	0.12%	159
2024 Q3	$389K	Sell	629 -15	-2%	-$9.57K	0.12%	171
2024 Q2	$408K	Buy	+644	New	+$399K	0.13%	152

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Roman Butler Fullerton & Co's INTU Position: Q4 2025 in Review

Roman Butler Fullerton & Co sold out of Intuit (INTU) in Q4 2025, closing a stake of 329 shares — an estimated $216K sold.

Roman Butler Fullerton & Co first reported a position in INTU in Q2 2024 and held it in 5 quarters. The position peaked at $408K in Q2 2024. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

Roman Butler Fullerton & Co reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
Roman Butler Fullerton & Co sold 329 Intuit shares in Q4 2025, an estimated $216K.
Roman Butler Fullerton & Co first reported a position in Intuit in Q2 2024 and held it in 5 quarters.
Roman Butler Fullerton & Co's Intuit position peaked at $408K in Q2 2024.
2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Roman Butler Fullerton & Co's 13F filing for Q4 2025, filed 26 Jan 2026.