Planned Solutions’s Intuit INTU Stock Holding History

Planned Solutions’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	-672	Closed	-$291K	–	162
2026 Q1	$291K	Hold	672	–	–	0.1%	103
2025 Q4	$445K	Hold	672	–	–	0.14%	75
2025 Q3	$459K	Hold	672	–	–	0.16%	71
2025 Q2	$529K	Hold	672	–	–	0.2%	59
2025 Q1	$413K	Hold	672	–	–	0.17%	66
2024 Q4	$422K	Hold	672	–	–	0.17%	62
2024 Q3	$417K	Hold	672	–	–	0.17%	62
2024 Q2	$442K	Hold	672	–	–	0.21%	54
2024 Q1	$437K	Hold	672	–	–	0.21%	52
2023 Q4	$420K	Hold	672	–	–	0.2%	49
2023 Q3	$343K	Sell	672 -50	-7%	-$25.3K	0.21%	51
2023 Q2	$331K	Hold	722	–	–	0.2%	51
2023 Q1	$322K	Hold	722	–	–	0.2%	51
2022 Q4	$281K	Hold	722	–	–	0.21%	51
2022 Q3	$280K	Hold	722	–	–	0.23%	47
2022 Q2	$278K	Sell	722 -110	-13%	-$45.5K	0.26%	44
2022 Q1	$400K	Hold	832	–	–	0.28%	41
2021 Q4	$535K	Buy	+832	New	+$514K	0.36%	40
2021 Q2	$408K	Hold	832	–	–	0.28%	42
2021 Q1	$319K	Buy	832 +260	+45%	+$100K	0.25%	44
2020 Q4	$217K	Buy	572 +200	+54%	+$70.2K	0.17%	49
2020 Q3	$121K	Buy	+372	New	+$116K	0.12%	73

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Planned Solutions's INTU Position: Q2 2026 in Review

Planned Solutions sold out of Intuit (INTU) in Q2 2026, closing a stake of 672 shares — an estimated $291K sold.

Planned Solutions first reported a position in INTU in Q3 2020 and held it in 22 quarters. The position peaked at $535K in Q4 2021. 248 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Planned Solutions reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Planned Solutions sold 672 Intuit shares in Q2 2026, an estimated $291K.
Planned Solutions first reported a position in Intuit in Q3 2020 and held it in 22 quarters.
Planned Solutions's Intuit position peaked at $535K in Q4 2021.
248 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.