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 Q2	$1.48M	Buy	5,658 +210	+4%	+$73.2K	0.2%	69
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Consolidated Planning Corp's INTU Position: Q2 2026 in Review

Consolidated Planning Corp increased its Intuit (INTU) stake by 3.9% in Q2 2026, buying an estimated $73.2K and bringing the position to 5,658 shares worth $1.48M. The position accounts for 0.2% of the portfolio, ranked #69.

Consolidated Planning Corp first reported a position in INTU in Q2 2022 and has held it in 8 quarters since. The position peaked at $2.36M in Q1 2026. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Consolidated Planning Corp held 5,658 shares of Intuit worth $1.48M as of Q2 2026.
Consolidated Planning Corp bought 210 Intuit shares in Q2 2026, an estimated $73.2K.
Intuit made up 0.2% of Consolidated Planning Corp's portfolio in Q2 2026, its #69 holding.
Consolidated Planning Corp first reported a position in Intuit in Q2 2022 and has held it in 8 quarters since.
Consolidated Planning Corp's Intuit position peaked at $2.36M in Q1 2026.
1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.