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PDS Planning’s Intuit INTU Stock Holding History

PDS Planning’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 		$320K Sell
1,227
-503
-29% -$175K 0.02% 409
2026
Q1 		$748K Buy
1,730
+22
+1% +$10.5K 0.05% 185
2025
Q4 		$1.13M Hold
1,708
– – 0.08% 127
2025
Q3 		$1.17M Buy
1,708
+23
+1% +$16.6K 0.08% 115
2025
Q2 		$1.33M Buy
1,685
+320
+23% +$217K 0.1% 92
2025
Q1 		$838K Buy
1,365
+130
+11% +$78.1K 0.07% 128
2024
Q4 		$776K Sell
1,235
-42
-3% -$26.8K 0.07% 123
2024
Q3 		$793K Buy
1,277
+75
+6% +$47.9K 0.07% 123
2024
Q2 		$790K Buy
1,202
+58
+5% +$36K 0.08% 104
2024
Q1 		$744K Buy
1,144
+57
+5% +$36.4K 0.08% 110
2023
Q4 		$679K Sell
1,087
-3
-0.3% -$1.66K 0.08% 107
2023
Q3 		$557K Buy
1,090
+36
+3% +$18.2K 0.07% 116
2023
Q2 		$483K Buy
1,054
+196
+23% +$85.8K 0.06% 139
2023
Q1 		$383K Buy
858
+171
+25% +$70.2K 0.05% 151
2022
Q4 		$267K Buy
687
+87
+15% +$34.5K 0.04% 157
2022
Q3 		$232K Sell
600
-106
-15% -$45.8K 0.04% 160
2022
Q2 		$272K Buy
706
+180
+34% +$74.5K 0.05% 157
2022
Q1 		$253K Buy
526
+12
+2% +$6.14K 0.04% 168
2021
Q4 		$331K Sell
514
-1
-0.2% -$617 0.06% 127
2021
Q3 		$278K Buy
515
+40
+8% +$21.6K 0.06% 141
2021
Q2 		$233K Buy
+475
New +$206K 0.06% 158

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

PDS Planning's INTU Position: Q2 2026 in Review

PDS Planning reduced its Intuit (INTU) stake by 29% in Q2 2026, selling an estimated $175K and leaving 1,227 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #409.

PDS Planning first reported a position in INTU in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.33M in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • PDS Planning held 1,227 shares of Intuit worth $320K as of Q2 2026.
  • PDS Planning sold 503 Intuit shares in Q2 2026, an estimated $175K.
  • Intuit made up 0.02% of PDS Planning's portfolio in Q2 2026, its #409 holding.
  • PDS Planning first reported a position in Intuit in Q2 2021 and has held it in 21 quarters since.
  • PDS Planning's Intuit position peaked at $1.33M in Q2 2025.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.