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Meramec Financial Planners’s Intuit INTU Stock Holding History

Meramec Financial Planners’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
Q2 		$11.5K Buy
38
+10
+36% +$3.48K ﹤0.01% 342
2026
Q1 		$11.3K Sell
28
-2
-7% -$954 ﹤0.01% 315
2025
Q4 		$13.3K Buy
+30
New +$19.8K 0.01% 311

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

Meramec Financial Planners's INTU Position: Q2 2026 in Review

Meramec Financial Planners increased its Intuit (INTU) stake by 36% in Q2 2026, buying an estimated $3.48K and bringing the position to 38 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Meramec Financial Planners first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.3K in Q4 2025. 1,741 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Meramec Financial Planners held 38 shares of Intuit worth $11.5K as of Q2 2026.
  • Meramec Financial Planners bought 10 Intuit shares in Q2 2026, an estimated $3.48K.
  • Intuit made up ﹤0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #342 holding.
  • Meramec Financial Planners first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Intuit position peaked at $13.3K in Q4 2025.
  • 1,741 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.