Back to INTU
Rooted Wealth Advisors, Inc. → INTU
Rooted Wealth Advisors, Inc. INTU Position History
Intuit Inc. • Technology
Quarters held
7
Latest value
$336K
Q3 2026
Peak value
$15.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.9M |
| Q1 2026 | $13.8M |
| Q1 2026 | $283K |
| Q2 2026 | $15.2M |
| Q2 2026 | $336K |
| Q3 2026 | $15.2M |
| Q3 2026 | $336K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $336K | 1.3K | — | — |
| Q3 2026 | $15.2M | 323.3K | — | — |
| Q2 2026 | $336K | 1.3K | — | — |
| Q2 2026 | $15.2M | 323.3K | — | — |
| Q1 2026 | $283K | 699 | — | — |
| Q1 2026 | $13.8M | 291.4K | — | — |
| Q4 2025 | $12.9M | 271.3K | — | — |
Other funds holding INTU
$20.8B
$17.7B
$17.3B
$8.8B
$8.7B
$7.9B