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Asset Planning Inc’s Intuit INTU Stock Holding History

Asset Planning Inc’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 		$1.3K Hold
5
– – ﹤0.01% 318
2026
Q1 		$2.16K Hold
5
– – ﹤0.01% 279
2025
Q4 		$3.31K Hold
5
– – ﹤0.01% 268
2025
Q3 		$3.42K Hold
5
– – ﹤0.01% 263
2025
Q2 		$3.94K Hold
5
– – ﹤0.01% 256
2025
Q1 		$3.07K Hold
5
– – ﹤0.01% 272
2024
Q4 		$3.14K Buy
+5
New +$3.19K ﹤0.01% 276

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Asset Planning Inc's INTU Position: Q2 2026 in Review

Asset Planning Inc held its Intuit (INTU) position steady in Q2 2026 at 5 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Asset Planning Inc first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.94K in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Asset Planning Inc held 5 shares of Intuit worth $1.3K as of Q2 2026.
  • Asset Planning Inc left its Intuit share count unchanged in Q2 2026.
  • Intuit made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #318 holding.
  • Asset Planning Inc first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Intuit position peaked at $3.94K in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.