Consolidated Planning Corp
INTU icon

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
Q3 		– Sell
-5,658
Closed -$1.48M – 193
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Consolidated Planning Corp's INTU Position: Q3 2026 in Review

Consolidated Planning Corp sold out of Intuit (INTU) in Q3 2026, closing a stake of 5,658 shares — an estimated $1.48M sold.

Consolidated Planning Corp first reported a position in INTU in Q2 2022 and held it in 8 quarters. The position peaked at $2.36M in Q1 2026. 936 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Consolidated Planning Corp reported no remaining Intuit position as of Q3 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 5,658 Intuit shares in Q3 2026, an estimated $1.48M.
  • Consolidated Planning Corp first reported a position in Intuit in Q2 2022 and held it in 8 quarters.
  • Consolidated Planning Corp's Intuit position peaked at $2.36M in Q1 2026.
  • 936 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.