EFP
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Elser Financial Planning’s Intuit INTU Stock Holding History

Elser Financial 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
-446
Closed -$296K – 137
2025
Q4 		$296K Hold
446
– – 0.21% 59
2025
Q3 		$304K Sell
446
-5
-1% -$3.6K 0.37% 49
2025
Q2 		$356K Buy
451
+21
+5% +$14.2K 0.44% 43
2025
Q1 		$264K Buy
+430
New +$258K 0.37% 51

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

Elser Financial Planning's INTU Position: Q1 2026 in Review

Elser Financial Planning sold out of Intuit (INTU) in Q1 2026, closing a stake of 446 shares — an estimated $296K sold.

Elser Financial Planning first reported a position in INTU in Q1 2025 and held it in 4 quarters. The position peaked at $356K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Elser Financial Planning reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Elser Financial Planning sold 446 Intuit shares in Q1 2026, an estimated $296K.
  • Elser Financial Planning first reported a position in Intuit in Q1 2025 and held it in 4 quarters.
  • Elser Financial Planning's Intuit position peaked at $356K in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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