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Capital & Planning LLC’s Intuit INTU Stock Holding History

Capital & 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
Q1 		$993K Buy
+2,296
New +$1.1M 0.6% 25
2025
Q4 		– Sell
-2,293
Closed -$1.57M – 20
2025
Q3 		$1.57M Buy
2,293
+11
+0.5% +$7.93K 0.97% 22
2025
Q2 		$1.8M Sell
2,282
-34
-1% -$23K 1.22% 20
2025
Q1 		$1.42M Buy
2,316
+21
+0.9% +$12.6K 1.06% 22
2024
Q4 		$1.44M Buy
+2,295
New +$1.47M 1.05% 21

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Capital & Planning LLC's INTU Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Intuit (INTU) in Q1 2026: 2,296 shares worth $993K. The stake represents 0.6% of the portfolio and ranks #25 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in INTU as recently as Q3 2025.

Capital & Planning LLC first reported a position in INTU in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.8M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Capital & Planning LLC held 2,296 shares of Intuit worth $993K as of Q1 2026.
  • Intuit was a new Capital & Planning LLC position in Q1 2026.
  • Intuit made up 0.6% of Capital & Planning LLC's portfolio in Q1 2026, its #25 holding.
  • Capital & Planning LLC first reported a position in Intuit in Q4 2024 and has held it in 5 quarters since.
  • Capital & Planning LLC's Intuit position peaked at $1.8M in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.