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Planning Alternatives’s Intuit INTU Stock Holding History

Planning Alternatives’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 		$334K Buy
772
+311
+67% +$148K 0.04% 77
2025
Q4 		$306K Sell
461
-43
-9% -$28.4K 0.04% 74
2025
Q3 		$344K Buy
504
+80
+19% +$57.7K 0.04% 66
2025
Q2 		$334K Sell
424
-22
-5% -$14.9K 0.05% 64
2025
Q1 		$274K Buy
+446
New +$268K 0.04% 67

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

Planning Alternatives's INTU Position: Q1 2026 in Review

Planning Alternatives increased its Intuit (INTU) stake by 67% in Q1 2026, buying an estimated $148K and bringing the position to 772 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #77.

Planning Alternatives first reported a position in INTU in Q1 2025 and has held it in 5 quarters since. The position peaked at $344K in Q3 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Planning Alternatives held 772 shares of Intuit worth $334K as of Q1 2026.
  • Planning Alternatives bought 311 Intuit shares in Q1 2026, an estimated $148K.
  • Intuit made up 0.04% of Planning Alternatives's portfolio in Q1 2026, its #77 holding.
  • Planning Alternatives first reported a position in Intuit in Q1 2025 and has held it in 5 quarters since.
  • Planning Alternatives's Intuit position peaked at $344K in Q3 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Planning Alternatives's 13F filing for Q1 2026, filed 7 May 2026.