Root Financial Partners
INTU icon

Root Financial Partners’s Intuit INTU Stock Holding History

Root Financial Partners’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
Q3 		$187K Buy
+677
New +$213K 0.01% 468
2026
Q2 		– Sell
-633
Closed -$274K – 1774
2026
Q1 		$274K Buy
633
+377
+147% +$180K 0.01% 270
2025
Q4 		$170K Sell
256
-34
-12% -$22.5K 0.01% 332
2025
Q3 		$198K Sell
290
-228
-44% -$164K 0.01% 280
2025
Q2 		$408K Buy
+518
New +$351K 0.04% 151

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State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Root Financial Partners's INTU Position: Q3 2026 in Review

Root Financial Partners opened a new position in Intuit (INTU) in Q3 2026: 677 shares worth $187K. The stake represents 0.01% of the portfolio and ranks #468 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in INTU as recently as Q1 2026.

Root Financial Partners first reported a position in INTU in Q2 2025 and has held it in 5 quarters since. The position peaked at $408K in Q2 2025. 1,475 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Root Financial Partners held 677 shares of Intuit worth $187K as of Q3 2026.
  • Intuit was a new Root Financial Partners position in Q3 2026.
  • Intuit made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #468 holding.
  • Root Financial Partners first reported a position in Intuit in Q2 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Intuit position peaked at $408K in Q2 2025.
  • 1,475 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.