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LifePlan Investment Advisors’s Intuit INTU Stock Holding History

LifePlan Investment Advisors’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
-406
Closed -$269K – 124
2025
Q4 		$269K Buy
406
+13
+3% +$8.59K 0.11% 100
2025
Q3 		$268K Sell
393
-1
-0.3% -$721 0.11% 96
2025
Q2 		$310K Sell
394
-2
-0.5% -$1.35K 0.15% 91
2025
Q1 		$243K Buy
396
+2
+0.5% +$1.2K 0.14% 92
2024
Q4 		$248K Sell
394
-1
-0.3% -$639 0.15% 84
2024
Q3 		$245K Buy
395
+2
+0.5% +$1.28K 0.16% 80
2024
Q2 		$258K Buy
+393
New +$244K 0.19% 75

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

LifePlan Investment Advisors's INTU Position: Q1 2026 in Review

LifePlan Investment Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 406 shares — an estimated $269K sold.

LifePlan Investment Advisors first reported a position in INTU in Q2 2024 and held it in 7 quarters. The position peaked at $310K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • LifePlan Investment Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • LifePlan Investment Advisors sold 406 Intuit shares in Q1 2026, an estimated $269K.
  • LifePlan Investment Advisors first reported a position in Intuit in Q2 2024 and held it in 7 quarters.
  • LifePlan Investment Advisors's Intuit position peaked at $310K in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.