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Rothschild Investment LLC’s Intuit INTU Stock Holding History

Rothschild Investment LLC’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 		$765K Buy
1,770
+1,152
+186% +$549K 0.04% 315
2025
Q4 		$410K Sell
618
-88
-12% -$58.2K 0.02% 419
2025
Q3 		$482K Buy
706
+234
+50% +$169K 0.03% 363
2025
Q2 		$372K Buy
472
+60
+15% +$40.6K 0.02% 393
2025
Q1 		$253K Sell
412
-13
-3% -$7.81K 0.02% 451
2024
Q4 		$267K Buy
425
+8
+2% +$5.11K 0.02% 442
2024
Q3 		$259K Buy
417
+62
+17% +$39.6K 0.02% 456
2024
Q2 		$233K Buy
355
+36
+11% +$22.3K 0.02% 463
2024
Q1 		$207K Buy
319
+11
+4% +$7.02K 0.02% 459
2023
Q4 		$193K Buy
+308
New +$170K 0.02% 424

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Rothschild Investment LLC's INTU Position: Q1 2026 in Review

Rothschild Investment LLC increased its Intuit (INTU) stake by 186% in Q1 2026, buying an estimated $549K and bringing the position to 1,770 shares worth $765K. The position accounts for 0.04% of the portfolio, ranked #315.

Rothschild Investment LLC first reported a position in INTU in Q4 2023 and has held it in 10 quarters since. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Rothschild Investment LLC held 1,770 shares of Intuit worth $765K as of Q1 2026.
  • Rothschild Investment LLC bought 1,152 Intuit shares in Q1 2026, an estimated $549K.
  • Intuit made up 0.04% of Rothschild Investment LLC's portfolio in Q1 2026, its #315 holding.
  • Rothschild Investment LLC first reported a position in Intuit in Q4 2023 and has held it in 10 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.