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Financial Planning Hawaii’s Intuit INTU Stock Holding History

Financial Planning Hawaii’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 		$309K Buy
1,184
+425
+56% +$148K 0.17% 106
2026
Q1 		$328K Buy
759
+55
+8% +$26.2K 0.19% 96
2025
Q4 		$466K Buy
+704
New +$465K 0.27% 87

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Financial Planning Hawaii's INTU Position: Q2 2026 in Review

Financial Planning Hawaii increased its Intuit (INTU) stake by 56% in Q2 2026, buying an estimated $148K and bringing the position to 1,184 shares worth $309K. The position accounts for 0.17% of the portfolio, ranked #106.

Financial Planning Hawaii first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $466K in Q4 2025. 931 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Financial Planning Hawaii held 1,184 shares of Intuit worth $309K as of Q2 2026.
  • Financial Planning Hawaii bought 425 Intuit shares in Q2 2026, an estimated $148K.
  • Intuit made up 0.17% of Financial Planning Hawaii's portfolio in Q2 2026, its #106 holding.
  • Financial Planning Hawaii first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Intuit position peaked at $466K in Q4 2025.
  • 931 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.