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Consolidated Planning Corp’s Intuit INTU Stock Holding History

Consolidated Planning Corp’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 		$2.36M Buy
5,448
+4,961
+1,019% +$2.37M 0.38% 49
2025
Q4 		$323K Sell
487
-2,007
-80% -$1.33M 0.03% 170
2025
Q3 		$1.7M Buy
+2,494
New +$1.8M 0.18% 110
2025
Q1 		– Sell
-1,320
Closed -$830K – 201
2024
Q4 		$830K Sell
1,320
-151
-10% -$96.5K 0.11% 108
2024
Q3 		$913K Buy
+1,471
New +$939K 0.14% 94
2022
Q4 		– Sell
-3,042
Closed -$1.18M – 125
2022
Q3 		$1.18M Buy
3,042
+188
+7% +$81.2K 0.37% 65
2022
Q2 		$1.1M Buy
+2,854
New +$1.18M 0.34% 71

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Consolidated Planning Corp's INTU Position: Q1 2026 in Review

Consolidated Planning Corp increased its Intuit (INTU) stake by 1,019% in Q1 2026, buying an estimated $2.37M and bringing the position to 5,448 shares worth $2.36M. The position accounts for 0.38% of the portfolio, ranked #49.

Consolidated Planning Corp first reported a position in INTU in Q2 2022 and has held it in 7 quarters since. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Consolidated Planning Corp held 5,448 shares of Intuit worth $2.36M as of Q1 2026.
  • Consolidated Planning Corp bought 4,961 Intuit shares in Q1 2026, an estimated $2.37M.
  • Intuit made up 0.38% of Consolidated Planning Corp's portfolio in Q1 2026, its #49 holding.
  • Consolidated Planning Corp first reported a position in Intuit in Q2 2022 and has held it in 7 quarters since.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.