Cornerstone Planning’s Intuit INTU Stock Holding History

Cornerstone 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 Q1	–	Sell	-468	Closed	-$310K	–	146
2025 Q4	$310K	Buy	+468	New	+$309K	0.07%	117
2024 Q4	$1.76M	Buy	+2,796	New	+$1.79M	0.67%	49

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Cornerstone Planning's INTU Position: Q1 2026 in Review

Cornerstone Planning sold out of Intuit (INTU) in Q1 2026, closing a stake of 468 shares — an estimated $310K sold.

Cornerstone Planning first reported a position in INTU in Q4 2024 and held it in 2 quarters. The position peaked at $1.76M in Q4 2024. 2,012 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Cornerstone Planning reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Cornerstone Planning sold 468 Intuit shares in Q1 2026, an estimated $310K.
Cornerstone Planning first reported a position in Intuit in Q4 2024 and held it in 2 quarters.
Cornerstone Planning's Intuit position peaked at $1.76M in Q4 2024.
2,012 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Cornerstone Planning's 13F filing for Q1 2026, filed 11 May 2026.