LPL Financial
INTU icon

LPL Financial’s Intuit INTU Stock Holding History

LPL Financial’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
2018
Q3 		– Sell
-2,800
Closed -$572K – 3270
2018
Q2 		$572K Hold
2,800
– – ﹤0.01% 2080
2018
Q1 		$485K Sell
2,800
-100
-3% -$16.8K ﹤0.01% 2174
2017
Q4 		$458K Buy
+2,900
New +$442K ﹤0.01% 2135

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

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.