Center for Financial Planning’s Intuit INTU Stock Holding History

Center for 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	$73.9K	Hold	283	–	–	0.01%	276
2026 Q1	$122K	Hold	283	–	–	0.01%	211
2025 Q4	$187K	Hold	283	–	–	0.02%	177
2025 Q3	$193K	Hold	283	–	–	0.02%	172
2025 Q2	$223K	Hold	283	–	–	0.03%	156
2025 Q1	$174K	Hold	283	–	–	0.02%	166
2024 Q4	$178K	Buy	283 +168	+146%	+$107K	0.02%	160
2024 Q3	$71.4K	Hold	115	–	–	0.01%	216
2024 Q2	$75.6K	Hold	115	–	–	0.01%	197
2024 Q1	$74.8K	Hold	115	–	–	0.01%	200
2023 Q4	$71.9K	Hold	115	–	–	0.01%	189
2023 Q3	$58.8K	Hold	115	–	–	0.01%	200
2023 Q2	$52.7K	Hold	115	–	–	0.01%	221
2023 Q1	$51.3K	Hold	115	–	–	0.01%	216
2022 Q4	$44.8K	Hold	115	–	–	0.01%	228
2022 Q3	$45K	Sell	115 -11	-9%	-$4.75K	0.01%	219
2022 Q2	$49K	Buy	126 +9	+8%	+$3.73K	0.01%	220
2022 Q1	$56K	Hold	117	–	–	0.01%	220
2021 Q4	$75K	Buy	117 +2	+2%	+$1.24K	0.02%	191
2021 Q3	$62K	Hold	115	–	–	0.02%	201
2021 Q2	$56K	Hold	115	–	–	0.01%	211
2021 Q1	$44K	Buy	+115	New	+$44.3K	0.01%	221
2020 Q2	–	Sell	-17	Closed	-$4K	–	511
2020 Q1	$4K	Buy	+17	New	+$4.6K	﹤0.01%	438

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Center for Financial Planning's INTU Position: Q2 2026 in Review

Center for Financial Planning held its Intuit (INTU) position steady in Q2 2026 at 283 shares worth $73.9K. The position accounts for 0.01% of the portfolio, ranked #276.

Center for Financial Planning first reported a position in INTU in Q1 2020 and has held it in 23 quarters since. The position peaked at $223K in Q2 2025. 464 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Center for Financial Planning held 283 shares of Intuit worth $73.9K as of Q2 2026.
Center for Financial Planning left its Intuit share count unchanged in Q2 2026.
Intuit made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #276 holding.
Center for Financial Planning first reported a position in Intuit in Q1 2020 and has held it in 23 quarters since.
Center for Financial Planning's Intuit position peaked at $223K in Q2 2025.
464 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.