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Action Point Financial Planning’s Intuit INTU Stock Holding History

Action Point Financial Planning’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
Q2 		$24.8K Buy
+57
New +$19.9K ﹤0.01% 1052

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Action Point Financial Planning's INTU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Intuit (INTU) in Q2 2026: 57 shares worth $24.8K. The stake represents ﹤0.01% of the portfolio and ranks #1052 among its holdings.

1,739 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Action Point Financial Planning held 57 shares of Intuit worth $24.8K as of Q2 2026.
  • Intuit was a new Action Point Financial Planning position in Q2 2026.
  • Intuit made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1052 holding.
  • 1,739 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.