Rooted Wealth Advisors’s Intuit INTU Stock Holding History

Rooted Wealth 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	$336K	Buy	1,288 +589	+84%	+$205K	0.08%	113
2026 Q1	$283K	Buy	+699	New	+$333K	0.07%	124

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

Rooted Wealth Advisors's INTU Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Intuit (INTU) stake by 84% in Q2 2026, buying an estimated $205K and bringing the position to 1,288 shares worth $336K. The position accounts for 0.08% of the portfolio, ranked #113.

Rooted Wealth Advisors first reported a position in INTU in Q1 2026 and has held it in 2 quarters since. 1,743 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Rooted Wealth Advisors held 1,288 shares of Intuit worth $336K as of Q2 2026.
Rooted Wealth Advisors bought 589 Intuit shares in Q2 2026, an estimated $205K.
Intuit made up 0.08% of Rooted Wealth Advisors's portfolio in Q2 2026, its #113 holding.
Rooted Wealth Advisors first reported a position in Intuit in Q1 2026 and has held it in 2 quarters since.
1,743 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.