RWA Wealth Partners’s Intuit INTU Stock Holding History

RWA Wealth 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	$1.93M	Sell	4,468 -637	-12%	-$304K	0.02%	264
2025 Q4	$3.38M	Buy	5,105 +537	+12%	+$355K	0.04%	206
2025 Q3	$3.12M	Buy	4,568 +953	+26%	+$687K	0.04%	219
2025 Q2	$2.85M	Sell	3,615 -1	-0%	-$677	0.04%	209
2025 Q1	$2.22M	Sell	3,616 -179	-5%	-$107K	0.03%	233
2024 Q4	$2.39M	Buy	3,795 +433	+13%	+$277K	0.03%	226
2024 Q3	$2.09M	Buy	3,362 +481	+17%	+$307K	0.03%	248
2024 Q2	$1.89M	Buy	2,881 +18	+0.6%	+$11.2K	0.03%	242
2024 Q1	$1.86M	Sell	2,863 -225	-7%	-$144K	0.03%	248
2023 Q4	$1.93M	Buy	+3,088	New	+$1.7M	0.03%	229
2018 Q3	–	Sell	-19	Closed	-$4K	–	464
2018 Q2	$4K	Hold	19	–	–	﹤0.01%	693
2018 Q1	$3K	Buy	+19	New	+$3.2K	﹤0.01%	526

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

RWA Wealth Partners's INTU Position: Q1 2026 in Review

RWA Wealth Partners reduced its Intuit (INTU) stake by 12% in Q1 2026, selling an estimated $304K and leaving 4,468 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #264.

RWA Wealth Partners first reported a position in INTU in Q1 2018 and has held it in 12 quarters since. The position peaked at $3.38M in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

RWA Wealth Partners held 4,468 shares of Intuit worth $1.93M as of Q1 2026.
RWA Wealth Partners sold 637 Intuit shares in Q1 2026, an estimated $304K.
Intuit made up 0.02% of RWA Wealth Partners's portfolio in Q1 2026, its #264 holding.
RWA Wealth Partners first reported a position in Intuit in Q1 2018 and has held it in 12 quarters since.
RWA Wealth Partners's Intuit position peaked at $3.38M in Q4 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.