Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-400
Closed -$63K 3787
2017
Q4
$63K Buy
+400
New +$61K ﹤0.01% 1691

Other funds holding INTU

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. 464 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.
  • 464 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.