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Root Financial Partners, LLC

SEC CIK
0001977181
Latest filing
Jul 29, 2026

INTU holding history

Intuit Inc. in every 13F filed by Root Financial Partners, LLC, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2025
Holdings of INTU by Root Financial Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−633−100.0%Sold outHolders
Q1 2026633$273.7K<0.1%+377+147.3%AddedHolders
Q4 2025256$169.6K<0.1%−34−11.7%ReducedHolders
Q3 2025290$198.0K<0.1%−228−44.0%ReducedHolders
Q2 2025518$407.6K<0.1%+518NewHolders