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 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

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Root Financial Partners's INTU Position: Q1 2026 in Review

Root Financial Partners increased its Intuit (INTU) stake by 147% in Q1 2026, buying an estimated $180K and bringing the position to 633 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #270.

Root Financial Partners first reported a position in INTU in Q2 2025 and has held it in 4 quarters since. The position peaked at $408K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Root Financial Partners held 633 shares of Intuit worth $274K as of Q1 2026.
Root Financial Partners bought 377 Intuit shares in Q1 2026, an estimated $180K.
Intuit made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #270 holding.
Root Financial Partners first reported a position in Intuit in Q2 2025 and has held it in 4 quarters since.
Root Financial Partners's Intuit position peaked at $408K in Q2 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.