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RMR Wealth Builders

SEC CIK
0001803848
Latest filing
Jul 24, 2026

INTU holding history

Intuit Inc. in every 13F filed by RMR Wealth Builders, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

INTU overviewAll 13F holders of INTUFull Q2 2026 holdings

Shares (Q2 2026)
1,033
Value
$269.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of INTU by RMR Wealth Builders, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,033$269.6K<0.1%−317−23.5%ReducedHolders
Q1 20261,350$583.7K<0.1%−2,415−64.1%ReducedHolders
Q4 20253,765$2.49M0.2%+474+14.4%AddedHolders
Q3 20253,291$2.25M0.2%+215+7.0%AddedHolders
Q2 20253,076$2.42M0.2%+135+4.6%AddedHolders
Q1 20252,941$1.81M0.2%+430+17.1%AddedHolders
Q4 20242,511$1.58M0.2%+177+7.6%AddedHolders
Q3 20242,334$1.45M0.2%−48−2.0%ReducedHolders
Q2 20242,382$1.57M0.2%+146+6.5%AddedHolders
Q1 20242,236$1.45M0.2%+232+11.6%AddedHolders
Q4 20232,004$1.25M0.2%+176+9.6%AddedHolders
Q3 20231,828$934.2K0.1%+702+62.3%AddedHolders
Q2 20231,126$516.0K0.1%−977−46.5%ReducedHolders
Q1 20232,103$937.6K0.2%+1,000+90.7%AddedHolders
Q4 20221,103$429.2K0.1%+43+4.1%AddedHolders
Q3 20221,060$410.0K0.1%−28−2.6%ReducedHolders
Q2 20221,088$419.0K0.1%00.0%UnchangedHolders
Q1 20221,088$523.0K0.1%+1,088NewHolders
Q4 20210$00.0%−1,030−100.0%Sold outHolders
Q3 20211,030$556.0K0.2%00.0%UnchangedHolders
Q2 20211,030$505.0K0.2%−775−42.9%ReducedHolders
Q1 20211,805$691.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.