Werba Rubin Papier Wealth Management’s Intuit INTU Stock Holding History

Werba Rubin Papier Wealth Management’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	-529	Closed	-$229K	–	321
2026 Q1	$229K	Buy	529 +74	+16%	+$35.3K	0.03%	245
2025 Q4	$301K	Buy	455 +132	+41%	+$87.2K	0.08%	155
2025 Q3	$221K	Sell	323 -24	-7%	-$17.3K	0.04%	222
2025 Q2	$273K	Buy	+347	New	+$235K	0.05%	167
2025 Q1	–	Sell	-344	Closed	-$216K	–	200
2024 Q4	$216K	Buy	344 +16	+5%	+$10.2K	0.05%	170
2024 Q3	$204K	Buy	328 +6	+2%	+$3.83K	0.05%	177
2024 Q2	$212K	Sell	322 -24	-7%	-$14.9K	0.06%	156
2024 Q1	$225K	Buy	346 +3	+0.9%	+$1.92K	0.07%	126
2023 Q4	$214K	Buy	+343	New	+$189K	0.07%	108

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Werba Rubin Papier Wealth Management's INTU Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 529 shares — an estimated $229K sold.

Werba Rubin Papier Wealth Management first reported a position in INTU in Q4 2023 and held it in 9 quarters. The position peaked at $301K in Q4 2025. 636 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Werba Rubin Papier Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Werba Rubin Papier Wealth Management sold 529 Intuit shares in Q2 2026, an estimated $229K.
Werba Rubin Papier Wealth Management first reported a position in Intuit in Q4 2023 and held it in 9 quarters.
Werba Rubin Papier Wealth Management's Intuit position peaked at $301K in Q4 2025.
636 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.