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 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

Other funds holding INTU

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Root Financial Partners's INTU Position: Q2 2026 in Review

Root Financial Partners sold out of Intuit (INTU) in Q2 2026, closing a stake of 633 shares — an estimated $274K sold.

Root Financial Partners first reported a position in INTU in Q2 2025 and held it in 4 quarters. The position peaked at $408K in Q2 2025. 1,748 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Root Financial Partners reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 633 Intuit shares in Q2 2026, an estimated $274K.
Root Financial Partners first reported a position in Intuit in Q2 2025 and held it in 4 quarters.
Root Financial Partners's Intuit position peaked at $408K in Q2 2025.
1,748 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.