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Avantax Planning Partners’s Intuit INTU Stock Holding History

Avantax Planning Partners’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 		$652K Buy
2,498
+268
+12% +$93.4K 0.02% 248
2026
Q1 		$964K Buy
2,230
+681
+44% +$325K 0.03% 196
2025
Q4 		$1.03M Buy
1,549
+162
+12% +$107K 0.03% 192
2025
Q3 		$947K Buy
1,387
+114
+9% +$82.2K 0.03% 199
2025
Q2 		$1M Buy
1,273
+95
+8% +$64.3K 0.03% 193
2025
Q1 		$723K Buy
1,178
+166
+16% +$99.7K 0.03% 208
2024
Q4 		$636K Buy
1,012
+169
+20% +$108K 0.02% 223
2024
Q3 		$523K Sell
843
-801
-49% -$511K 0.02% 249
2024
Q2 		$1.08M Sell
1,644
-32
-2% -$19.8K 0.03% 201
2024
Q1 		$1.09M Buy
1,676
+186
+12% +$119K 0.04% 206
2023
Q4 		$931K Sell
1,490
-77
-5% -$42.5K 0.04% 177
2023
Q3 		$801K Sell
1,567
-195
-11% -$98.7K 0.03% 181
2023
Q2 		$807K Sell
1,762
-128
-7% -$56.1K 0.03% 185
2023
Q1 		$843K Sell
1,890
-937
-33% -$385K 0.03% 188
2022
Q4 		$1.1M Sell
2,827
-192
-6% -$76.2K 0.04% 155
2022
Q3 		$1.17M Buy
3,019
+32
+1% +$13.8K 0.05% 130
2022
Q2 		$1.15M Buy
2,987
+1,208
+68% +$500K 0.05% 141
2022
Q1 		$855K Buy
1,779
+461
+35% +$236K 0.03% 173
2021
Q4 		$848K Buy
1,318
+52
+4% +$32.1K 0.03% 171
2021
Q3 		$683K Buy
1,266
+23
+2% +$12.4K 0.03% 173
2021
Q2 		$609K Buy
1,243
+472
+61% +$205K 0.03% 175
2021
Q1 		$295K Buy
+771
New +$297K 0.02% 244
2018
Q4 		– Sell
-391
Closed -$89K – 728
2018
Q3 		$89K Buy
+391
New +$84K 0.01% 372
2018
Q2 		– Sell
-480
Closed -$83K – 823
2018
Q1 		$83K Buy
+480
New +$80.8K 0.01% 439

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

Avantax Planning Partners's INTU Position: Q2 2026 in Review

Avantax Planning Partners increased its Intuit (INTU) stake by 12% in Q2 2026, buying an estimated $93.4K and bringing the position to 2,498 shares worth $652K. The position accounts for 0.02% of the portfolio, ranked #248.

Avantax Planning Partners first reported a position in INTU in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.17M in Q3 2022. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Avantax Planning Partners held 2,498 shares of Intuit worth $652K as of Q2 2026.
  • Avantax Planning Partners bought 268 Intuit shares in Q2 2026, an estimated $93.4K.
  • Intuit made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #248 holding.
  • Avantax Planning Partners first reported a position in Intuit in Q1 2018 and has held it in 24 quarters since.
  • Avantax Planning Partners's Intuit position peaked at $1.17M in Q3 2022.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.