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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial's INTU Position: Q2 2026 in Review

LPL Financial reduced its Intuit (INTU) stake by 20% in Q2 2026, selling an estimated $17.2M and leaving 192,774 shares worth $50.3M. The position accounts for 0.01% of the portfolio, ranked #1004.

LPL Financial first reported a position in INTU in Q2 2013 and has held it in 53 quarters since. The position peaked at $176M in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • LPL Financial held 192,774 shares of Intuit worth $50.3M as of Q2 2026.
  • LPL Financial sold 49,498 Intuit shares in Q2 2026, an estimated $17.2M.
  • Intuit made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1004 holding.
  • LPL Financial first reported a position in Intuit in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Intuit position peaked at $176M in Q2 2025.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.