Financial Planning Navigators’s Intuit INTU Stock Holding History

Financial Planning Navigators’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	$214K	Buy	+819	New	+$285K	0.08%	62

Other funds holding INTU

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

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

Financial Planning Navigators opened a new position in Intuit (INTU) in Q2 2026: 819 shares worth $214K. The stake represents 0.08% of the portfolio and ranks #62 among its holdings.

1,735 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Financial Planning Navigators held 819 shares of Intuit worth $214K as of Q2 2026.
Intuit was a new Financial Planning Navigators position in Q2 2026.
Intuit made up 0.08% of Financial Planning Navigators's portfolio in Q2 2026, its #62 holding.
1,735 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Financial Planning Navigators's 13F filing for Q2 2026, filed 28 Jul 2026.