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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
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 $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

PDS Planning's INTU Position: Q1 2026 in Review

PDS Planning increased its Intuit (INTU) stake by 1.3% in Q1 2026, buying an estimated $10.5K and bringing the position to 1,730 shares worth $748K. The position accounts for 0.05% of the portfolio, ranked #185.

PDS Planning first reported a position in INTU in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.33M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • PDS Planning held 1,730 shares of Intuit worth $748K as of Q1 2026.
  • PDS Planning bought 22 Intuit shares in Q1 2026, an estimated $10.5K.
  • Intuit made up 0.05% of PDS Planning's portfolio in Q1 2026, its #185 holding.
  • PDS Planning first reported a position in Intuit in Q2 2021 and has held it in 20 quarters since.
  • PDS Planning's Intuit position peaked at $1.33M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.