James T. Borello RIA’s Intuit INTU Stock Holding History

James T. Borello RIA’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 Q3	$29.8K	Buy	108 +84	+350%	+$26.4K	0.01%	328
2026 Q2	$6.26K	Sell	24 -2,220	-99%	-$773K	﹤0.01%	721
2026 Q1	$970K	Buy	2,244 +76	+4%	+$36.3K	0.25%	48
2025 Q4	$1.44M	Buy	2,168 +22	+1%	+$14.5K	0.37%	36
2025 Q3	$1.47M	Buy	2,146 +35	+2%	+$25.2K	0.4%	35
2025 Q2	$1.66M	Buy	2,111 +4	+0.2%	+$2.71K	0.48%	35
2025 Q1	$1.29M	Buy	2,107 +3	+0.1%	+$1.8K	0.42%	36
2024 Q4	$1.32M	Buy	2,104 +4	+0.2%	+$2.56K	0.49%	35
2024 Q3	$1.3M	Buy	2,100 +3	+0.1%	+$1.92K	0.53%	33
2024 Q2	$1.38M	Buy	2,097 +3	+0.1%	+$1.86K	0.61%	31
2024 Q1	$1.36M	Buy	+2,094	New	+$1.34M	0.62%	31

Other funds holding INTU

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

James T. Borello RIA's INTU Position: Q3 2026 in Review

James T. Borello RIA increased its Intuit (INTU) stake by 350% in Q3 2026, buying an estimated $26.4K and bringing the position to 108 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #328.

James T. Borello RIA first reported a position in INTU in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.66M in Q2 2025. 366 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

James T. Borello RIA held 108 shares of Intuit worth $29.8K as of Q3 2026.
James T. Borello RIA bought 84 Intuit shares in Q3 2026, an estimated $26.4K.
Intuit made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #328 holding.
James T. Borello RIA first reported a position in Intuit in Q1 2024 and has held it in 11 quarters since.
James T. Borello RIA's Intuit position peaked at $1.66M in Q2 2025.
366 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.