Abacus Planning Group’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$739K Sell
2,833
-43
-1% -$15K 0.09% 115
2026
Q1
$1.24M Sell
2,876
-102
-3% -$48.7K 0.17% 73
2025
Q4
$1.97M Buy
2,978
+84
+3% +$55.5K 0.26% 50
2025
Q3
$1.98M Buy
2,894
+27
+0.9% +$19.5K 0.27% 50
2025
Q2
$2.26M Buy
2,867
+40
+1% +$27.1K 0.34% 39
2025
Q1
$1.74M Sell
2,827
-3
-0.1% -$1.8K 0.3% 47
2024
Q4
$1.78M Sell
2,830
-14
-0.5% -$8.95K 0.31% 48
2024
Q3
$1.77M Buy
2,844
+184
+7% +$117K 0.32% 45
2024
Q2
$1.75M Buy
2,660
+11
+0.4% +$6.82K 0.34% 44
2024
Q1
$1.72M Buy
2,649
+7
+0.3% +$4.47K 0.34% 42
2023
Q4
$1.65M Sell
2,642
-47
-2% -$25.9K 0.35% 40
2023
Q3
$1.37M Hold
2,689
0.33% 44
2023
Q2
$1.23M Buy
2,689
+7
+0.3% +$3.06K 0.3% 48
2023
Q1
$1.2M Hold
2,682
0.31% 51
2022
Q4
$1.04M Sell
2,682
-8
-0.3% -$3.17K 0.29% 56
2022
Q3
$1.04M Hold
2,690
0.31% 52
2022
Q2
$1.04M Sell
2,690
-41
-2% -$17K 0.31% 53
2022
Q1
$1.31M Hold
2,731
0.35% 50
2021
Q4
$1.76M Buy
2,731
+25
+0.9% +$15.4K 0.47% 42
2021
Q3
$1.46M Buy
2,706
+8
+0.3% +$4.31K 0.46% 43
2021
Q2
$1.32M Sell
2,698
-440
-14% -$191K 0.4% 48
2021
Q1
$1.2M Sell
3,138
-110
-3% -$42.4K 0.38% 53
2020
Q4
$1.23M Sell
3,248
-75
-2% -$26.3K 0.38% 46
2020
Q3
$1.08M Sell
3,323
-285
-8% -$89.2K 0.4% 52
2020
Q2
$1.07M Sell
3,608
-120
-3% -$32.9K 0.44% 47
2020
Q1
$857K Buy
3,728
+34
+0.9% +$9.21K 0.42% 48
2019
Q4
$968K Buy
3,694
+300
+9% +$78.4K 0.44% 46
2019
Q3
$903K Buy
3,394
+576
+20% +$158K 0.45% 48
2019
Q2
$736K Sell
2,818
-192
-6% -$48.8K 0.44% 50
2019
Q1
$787K Sell
3,010
-39
-1% -$9.01K 0.49% 46
2018
Q4
$600K Sell
3,049
-294
-9% -$61.2K 0.45% 54
2018
Q3
$760K Hold
3,343
0.51% 45
2018
Q2
$682K Hold
3,343
0.51% 46
2018
Q1
$580K Buy
3,343
+895
+37% +$151K 0.47% 50
2017
Q4
$386K Buy
+2,448
New +$373K 0.39% 56

Other funds holding INTU

Abacus Planning Group's INTU Position: Q2 2026 in Review

Abacus Planning Group reduced its Intuit (INTU) stake by 1.5% in Q2 2026, selling an estimated $15K and leaving 2,833 shares worth $739K. The position accounts for 0.09% of the portfolio, ranked #115.

Abacus Planning Group first reported a position in INTU in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.26M in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Abacus Planning Group held 2,833 shares of Intuit worth $739K as of Q2 2026.
  • Abacus Planning Group sold 43 Intuit shares in Q2 2026, an estimated $15K.
  • Intuit made up 0.09% of Abacus Planning Group's portfolio in Q2 2026, its #115 holding.
  • Abacus Planning Group first reported a position in Intuit in Q4 2017 and has held it in 35 quarters since.
  • Abacus Planning Group's Intuit position peaked at $2.26M in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.