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Plancorp LLC’s Intuit INTU Stock Holding History

Plancorp LLC’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 		– Sell
-755
Closed -$265K – 434
2026
Q1 		$265K Sell
755
-202
-21% -$96.4K 0.01% 314
2025
Q4 		$634K Sell
957
-37
-4% -$24.4K 0.02% 195
2025
Q3 		$679K Sell
994
-14
-1% -$10.1K 0.02% 193
2025
Q2 		$794K Buy
1,008
+109
+12% +$73.8K 0.03% 174
2025
Q1 		$552K Buy
899
+10
+1% +$6K 0.02% 198
2024
Q4 		$559K Buy
889
+19
+2% +$12.1K 0.02% 186
2024
Q3 		$540K Sell
870
-11
-1% -$7.02K 0.02% 185
2024
Q2 		$579K Buy
881
+17
+2% +$10.5K 0.03% 162
2024
Q1 		$562K Buy
864
+23
+3% +$14.7K 0.02% 163
2023
Q4 		$526K Buy
841
+41
+5% +$22.6K 0.03% 155
2023
Q3 		$409K Buy
800
+31
+4% +$15.7K 0.02% 170
2023
Q2 		$352K Buy
769
+26
+3% +$11.4K 0.02% 179
2023
Q1 		$331K Sell
743
-21
-3% -$8.62K 0.02% 185
2022
Q4 		$297K Buy
764
+6
+0.8% +$2.38K 0.02% 188
2022
Q3 		$294K Buy
758
+61
+9% +$26.4K 0.02% 180
2022
Q2 		$269K Sell
697
-7
-1% -$2.9K 0.02% 192
2022
Q1 		$339K Sell
704
-92
-12% -$47.1K 0.02% 177
2021
Q4 		$512K Buy
796
+15
+2% +$9.26K 0.03% 148
2021
Q3 		$421K Buy
781
+17
+2% +$9.16K 0.03% 153
2021
Q2 		$374K Sell
764
-6
-0.8% -$2.6K 0.03% 155
2021
Q1 		$295K Hold
770
– – 0.07% 162
2020
Q4 		$292K Buy
770
+49
+7% +$17.2K 0.07% 159
2020
Q3 		$235K Buy
721
+33
+5% +$10.3K 0.07% 163
2020
Q2 		$204K Buy
+688
New +$189K 0.06% 170

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Plancorp LLC's INTU Position: Q2 2026 in Review

Plancorp LLC sold out of Intuit (INTU) in Q2 2026, closing a stake of 755 shares — an estimated $265K sold.

Plancorp LLC first reported a position in INTU in Q2 2020 and held it in 24 quarters. The position peaked at $794K in Q2 2025. 407 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Plancorp LLC reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Plancorp LLC sold 755 Intuit shares in Q2 2026, an estimated $265K.
  • Plancorp LLC first reported a position in Intuit in Q2 2020 and held it in 24 quarters.
  • Plancorp LLC's Intuit position peaked at $794K in Q2 2025.
  • 407 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.