LPL Financial’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $105M | Sell |
242,272
-3,699
| -2% | -$1.76M | 0.03% | 555 |
|
|
2025
Q4 | $163M | Buy |
245,971
+3,159
| +1% | +$2.09M | 0.04% | 378 |
|
|
2025
Q3 | $166M | Buy |
242,812
+19,107
| +9% | +$13.8M | 0.05% | 354 |
|
|
2025
Q2 | $176M | Buy |
223,705
+33,316
| +17% | +$22.5M | 0.06% | 301 |
|
|
2025
Q1 | $116M | Sell |
190,389
-13,377
| -7% | -$8.03M | 0.05% | 375 |
|
|
2024
Q4 | $128M | Buy |
203,766
+8,591
| +4% | +$5.49M | 0.05% | 318 |
|
|
2024
Q3 | $121M | Buy |
195,175
+11,927
| +7% | +$7.61M | 0.05% | 308 |
|
|
2024
Q2 | $120M | Buy |
183,248
+8,266
| +5% | +$5.13M | 0.06% | 282 |
|
|
2024
Q1 | $114M | Buy |
174,982
+9,261
| +6% | +$5.91M | 0.06% | 285 |
|
|
2023
Q4 | $104M | Buy |
165,721
+7,934
| +5% | +$4.38M | 0.06% | 272 |
|
|
2023
Q3 | $80.7M | Buy |
157,787
+16,371
| +12% | +$8.28M | 0.06% | 295 |
|
|
2023
Q2 | $64.8M | Buy |
141,416
+21,013
| +17% | +$9.2M | 0.05% | 356 |
|
|
2023
Q1 | $53.7M | Buy |
120,403
+11,224
| +10% | +$4.61M | 0.04% | 392 |
|
|
2022
Q4 | $42.5M | Sell |
109,179
-15,825
| -13% | -$6.28M | 0.04% | 442 |
|
|
2022
Q3 | $48.4M | Buy |
125,004
+27,136
| +28% | +$11.7M | 0.05% | 348 |
|
|
2022
Q2 | $37.7M | Buy |
97,868
+18,048
| +23% | +$7.47M | 0.04% | 416 |
|
|
2022
Q1 | $38.4M | Sell |
79,820
-6,304
| -7% | -$3.23M | 0.03% | 426 |
|
|
2021
Q4 | $55.4M | Buy |
86,124
+7,606
| +10% | +$4.7M | 0.05% | 343 |
|
|
2021
Q3 | $42.4M | Buy |
78,518
+13,032
| +20% | +$7.02M | 0.04% | 379 |
|
|
2021
Q2 | $32.1M | Buy |
65,486
+11,543
| +21% | +$5.01M | 0.03% | 430 |
|
|
2021
Q1 | $20.7M | Buy |
53,943
+5,329
| +11% | +$2.05M | 0.02% | 532 |
|
|
2020
Q4 | $18.5M | Buy |
48,614
+9,729
| +25% | +$3.42M | 0.02% | 503 |
|
|
2020
Q3 | $12.7M | Buy |
38,885
+8,138
| +26% | +$2.55M | 0.02% | 543 |
|
|
2020
Q2 | $9.11M | Buy |
30,747
+3,434
| +13% | +$942K | 0.02% | 620 |
|
|
2020
Q1 | $6.28M | Buy |
27,313
+722
| +3% | +$195K | 0.01% | 656 |
|
|
2019
Q4 | $6.96M | Buy |
26,591
+4,929
| +23% | +$1.29M | 0.01% | 709 |
|
|
2019
Q3 | $5.76M | Buy |
21,662
+349
| +2% | +$96K | 0.01% | 744 |
|
|
2019
Q2 | $5.57M | Buy |
21,313
+805
| +4% | +$205K | 0.01% | 744 |
|
|
2019
Q1 | $5.36M | Sell |
20,508
-527
| -3% | -$122K | 0.01% | 723 |
|
|
2018
Q4 | $4.14M | Buy |
21,035
+301
| +1% | +$62.6K | 0.01% | 762 |
|
|
2018
Q3 | $4.71M | Buy |
20,734
+968
| +5% | +$208K | 0.01% | 761 |
|
|
2018
Q2 | $4.04M | Buy |
19,766
+634
| +3% | +$122K | 0.01% | 801 |
|
|
2018
Q1 | $3.32M | Sell |
19,132
-4,529
| -19% | -$762K | 0.01% | 877 |
|
|
2017
Q4 | $3.73M | Buy |
23,661
+3,053
| +15% | +$465K | 0.01% | 767 |
|
|
2017
Q3 | $2.93M | Buy |
20,608
+3,515
| +21% | +$485K | 0.01% | 810 |
|
|
2017
Q2 | $2.27M | Buy |
17,093
+131
| +0.8% | +$17K | 0.01% | 854 |
|
|
2017
Q1 | $1.97M | Sell |
16,962
-598
| -3% | -$71.7K | 0.01% | 852 |
|
|
2016
Q4 | $2.02M | Sell |
17,560
-778
| -4% | -$87.1K | 0.02% | 794 |
|
|
2016
Q3 | $2.01M | Sell |
18,338
-1,736
| -9% | -$194K | 0.02% | 772 |
|
|
2016
Q2 | $2.27M | Buy |
20,074
+1,455
| +8% | +$152K | 0.02% | 690 |
|
|
2016
Q1 | $1.94M | Buy |
18,619
+155
| +0.8% | +$15K | 0.01% | 1226 |
|
|
2015
Q4 | $1.77M | Sell |
18,464
-15,558
| -46% | -$1.5M | ﹤0.01% | 1249 |
|
|
2015
Q3 | $3.11M | Buy |
34,022
+1,627
| +5% | +$158K | 0.02% | 646 |
|
|
2015
Q2 | $3.3M | Buy |
32,395
+981
| +3% | +$100K | 0.02% | 682 |
|
|
2015
Q1 | $3.07M | Sell |
31,414
-1,953
| -6% | -$181K | 0.02% | 717 |
|
|
2014
Q4 | $3.08M | Sell |
33,367
-2,048
| -6% | -$182K | 0.02% | 685 |
|
|
2014
Q3 | $3.04M | Buy |
35,415
+7,371
| +26% | +$612K | 0.02% | 657 |
|
|
2014
Q2 | $2.26M | Sell |
28,044
-30,794
| -52% | -$2.38M | 0.01% | 813 |
|
|
2014
Q1 | $4.57M | Buy |
58,838
+994
| +2% | +$75.9K | 0.03% | 470 |
|
|
2013
Q4 | $4.42M | Buy |
57,844
+9,881
| +21% | +$710K | 0.03% | 481 |
|
|
2013
Q3 | $3.23M | Buy |
47,963
+8,231
| +21% | +$530K | 0.02% | 565 |
|
|
2013
Q2 | $2.42M | Buy |
+39,732
| New | +$2.4M | 0.02% | 628 |
|
Other funds holding INTU
VCM
VPM
LPL Financial's INTU Position: Q1 2026 in Review
LPL Financial reduced its Intuit (INTU) stake by 1.5% in Q1 2026, selling an estimated $1.76M and leaving 242,272 shares worth $105M. The position accounts for 0.03% of the portfolio, ranked #555.
LPL Financial first reported a position in INTU in Q2 2013 and has held it in 52 quarters since. The position peaked at $176M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- LPL Financial held 242,272 shares of Intuit worth $105M as of Q1 2026.
- LPL Financial sold 3,699 Intuit shares in Q1 2026, an estimated $1.76M.
- Intuit made up 0.03% of LPL Financial's portfolio in Q1 2026, its #555 holding.
- LPL Financial first reported a position in Intuit in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's Intuit position peaked at $176M in Q2 2025.
- 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.