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 Q2	$1.06M	Sell	4,064 -404	-9%	-$141K	0.01%	341
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 $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

RWA Wealth Partners's INTU Position: Q2 2026 in Review

RWA Wealth Partners reduced its Intuit (INTU) stake by 9% in Q2 2026, selling an estimated $141K and leaving 4,064 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #341.

RWA Wealth Partners first reported a position in INTU in Q1 2018 and has held it in 13 quarters since. The position peaked at $3.38M in Q4 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

RWA Wealth Partners held 4,064 shares of Intuit worth $1.06M as of Q2 2026.
RWA Wealth Partners sold 404 Intuit shares in Q2 2026, an estimated $141K.
Intuit made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #341 holding.
RWA Wealth Partners first reported a position in Intuit in Q1 2018 and has held it in 13 quarters since.
RWA Wealth Partners's Intuit position peaked at $3.38M in Q4 2025.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.