Cornerstone Planning Group’s Intuit INTU Stock Holding History

Cornerstone Planning Group’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	$57.6K	Sell	202 -34	-14%	-$11.8K	0.01%	375
2026 Q1	$94K	Buy	236 +20	+9%	+$9.54K	0.01%	256
2025 Q4	$116K	Sell	216 -1	-0.5%	-$661	0.02%	195
2025 Q3	$143K	Buy	217 +11	+5%	+$7.93K	0.02%	174
2025 Q2	$159K	Sell	206 -2	-1%	-$1.35K	0.03%	101
2025 Q1	$124K	Buy	208 +133	+177%	+$79.9K	0.03%	124
2024 Q4	$45.5K	Sell	75 -3	-4%	-$1.92K	0.01%	198
2024 Q3	$48.7K	Hold	78	–	–	0.01%	194
2024 Q2	$47K	Sell	78 -5	-6%	-$3.1K	0.01%	207
2024 Q1	$52.2K	Sell	83 -29	-26%	-$18.5K	0.02%	170
2023 Q4	$70K	Hold	112	–	–	0.02%	147
2023 Q3	$57.2K	Buy	112 +5	+5%	+$2.53K	0.02%	166
2023 Q2	$49K	Buy	+107	New	+$46.9K	0.02%	251
2022 Q4	$37.5K	Buy	+99	New	+$39.3K	0.02%	313

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Cornerstone Planning Group's INTU Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Intuit (INTU) stake by 14% in Q2 2026, selling an estimated $11.8K and leaving 202 shares worth $57.6K. The position accounts for 0.01% of the portfolio, ranked #375.

Cornerstone Planning Group first reported a position in INTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $159K in Q2 2025. 632 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Cornerstone Planning Group held 202 shares of Intuit worth $57.6K as of Q2 2026.
Cornerstone Planning Group sold 34 Intuit shares in Q2 2026, an estimated $11.8K.
Intuit made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #375 holding.
Cornerstone Planning Group first reported a position in Intuit in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Intuit position peaked at $159K in Q2 2025.
632 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.