Superior Planning, LLC’s Intuit INTU Stock Holding History

Superior Planning, LLC’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	$16K	Buy	+58	New	+$18.2K	0.01%	772

Other funds holding INTU

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Superior Planning, LLC's INTU Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Intuit (INTU) in Q3 2026: 58 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #772 among its holdings.

1,273 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Superior Planning, LLC held 58 shares of Intuit worth $16K as of Q3 2026.
Intuit was a new Superior Planning, LLC position in Q3 2026.
Intuit made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #772 holding.
1,273 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.