IFP Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.1M | Buy |
4,196
+109
| +3% | +$38K | 0.02% | 697 |
|
|
2026
Q1 | $1.77M | Buy |
4,087
+628
| +18% | +$300K | 0.04% | 498 |
|
|
2025
Q4 | $2.29M | Sell |
3,459
-54
| -2% | -$35.7K | 0.05% | 381 |
|
|
2025
Q3 | $2.4M | Sell |
3,513
-93
| -3% | -$67K | 0.06% | 334 |
|
|
2025
Q2 | $2.84M | Sell |
3,606
-262
| -7% | -$177K | 0.08% | 275 |
|
|
2025
Q1 | $2.38M | Sell |
3,868
-93
| -2% | -$55.8K | 0.07% | 318 |
|
|
2024
Q4 | $2.49M | Buy |
3,961
+35
| +0.9% | +$22.4K | 0.08% | 273 |
|
|
2024
Q3 | $2.44M | Buy |
3,926
+287
| +8% | +$183K | 0.09% | 252 |
|
|
2024
Q2 | $2.39M | Buy |
3,639
+408
| +13% | +$253K | 0.09% | 226 |
|
|
2024
Q1 | $2.1M | Buy |
3,231
+109
| +3% | +$69.6K | 0.09% | 242 |
|
|
2023
Q4 | $1.95M | Sell |
3,122
-86
| -3% | -$47.4K | 0.09% | 239 |
|
|
2023
Q3 | $1.64M | Sell |
3,208
-4,520
| -58% | -$2.29M | 0.07% | 282 |
|
|
2023
Q2 | $3.54M | Sell |
7,728
-4,164
| -35% | -$1.82M | 0.15% | 138 |
|
|
2023
Q1 | $706K | Sell |
11,892
-1,652
| -12% | -$678K | 0.03% | 485 |
|
|
2022
Q4 | $1.02M | Buy |
13,544
+4,470
| +49% | +$1.77M | 0.03% | 612 |
|
|
2022
Q3 | $803K | Buy |
9,074
+1,117
| +14% | +$483K | 0.02% | 719 |
|
|
2022
Q2 | $701K | Hold |
7,957
| – | – | 0.02% | 694 |
|
|
2022
Q1 | $701K | Sell |
7,957
-820
| -9% | -$420K | 0.02% | 694 |
|
|
2021
Q4 | $5.68M | Sell |
8,777
-234
| -3% | -$144K | 0.11% | 103 |
|
|
2021
Q3 | $4.88M | Buy |
9,011
+596
| +7% | +$321K | 0.1% | 117 |
|
|
2021
Q2 | $4.1M | Buy |
8,415
+270
| +3% | +$117K | 0.08% | 137 |
|
|
2021
Q1 | $3.12M | Buy |
8,145
+585
| +8% | +$225K | 0.06% | 152 |
|
|
2020
Q4 | $2.87M | Buy |
7,560
+6
| +0.1% | +$2.11K | 0.12% | 152 |
|
|
2020
Q3 | $2.47M | Buy |
7,554
+939
| +14% | +$294K | 0.15% | 144 |
|
|
2020
Q2 | $1.9M | Buy |
6,615
+2,828
| +75% | +$776K | 0.15% | 146 |
|
|
2020
Q1 | $911K | Buy |
3,787
+605
| +19% | +$164K | 0.09% | 225 |
|
|
2019
Q4 | $832K | Buy |
3,182
+2,101
| +194% | +$549K | 0.06% | 323 |
|
|
2019
Q3 | $274K | Buy |
+1,081
| New | +$297K | 0.02% | 659 |
|
|
2019
Q1 | $166K | Sell |
636
-204
| -24% | -$47.1K | 0.02% | 522 |
|
|
2018
Q4 | $165K | Sell |
840
-1,779
| -68% | -$370K | 0.01% | 944 |
|
|
2018
Q3 | $596K | Buy |
2,619
+837
| +47% | +$180K | 0.02% | 607 |
|
|
2018
Q2 | $364K | Sell |
1,782
-928
| -34% | -$178K | 0.02% | 795 |
|
|
2018
Q1 | $427K | Buy |
2,710
+400
| +17% | +$67.3K | 0.02% | 679 |
|
|
2017
Q4 | $364K | Buy |
2,310
+263
| +13% | +$40.1K | 0.02% | 754 |
|
|
2017
Q3 | $291K | Buy |
2,047
+32
| +2% | +$4.42K | 0.01% | 936 |
|
|
2017
Q2 | $268K | Sell |
2,015
-121
| -6% | -$15.7K | 0.01% | 964 |
|
|
2017
Q1 | $248K | Buy |
2,136
+470
| +28% | +$56.3K | 0.01% | 1014 |
|
|
2016
Q4 | $191K | Buy |
1,666
+405
| +32% | +$45.3K | 0.01% | 1083 |
|
|
2016
Q3 | $139K | Sell |
1,261
-60
| -5% | -$6.71K | 0.01% | 1177 |
|
|
2016
Q2 | $147K | Buy |
1,321
+685
| +108% | +$71.6K | 0.01% | 1129 |
|
|
2016
Q1 | $166K | Sell |
636
-2,099
| -77% | -$203K | 0.02% | 522 |
|
|
2015
Q4 | $264K | Buy |
+2,735
| New | +$264K | 0.02% | 719 |
|
Other funds holding INTU
LT
ATO
NONA
IFP Advisors's INTU Position: Q2 2026 in Review
IFP Advisors increased its Intuit (INTU) stake by 2.7% in Q2 2026, buying an estimated $38K and bringing the position to 4,196 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #697.
IFP Advisors first reported a position in INTU in Q4 2015 and has held it in 42 quarters since. The position peaked at $5.68M in Q4 2021. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.
- IFP Advisors held 4,196 shares of Intuit worth $1.1M as of Q2 2026.
- IFP Advisors bought 109 Intuit shares in Q2 2026, an estimated $38K.
- Intuit made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #697 holding.
- IFP Advisors first reported a position in Intuit in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Intuit position peaked at $5.68M in Q4 2021.
- 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.