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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
Q2 		– Sell
-772
Closed -$334K – 133
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 $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 $3.38T AUM 44.17% 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

Planning Alternatives's INTU Position: Q2 2026 in Review

Planning Alternatives sold out of Intuit (INTU) in Q2 2026, closing a stake of 772 shares — an estimated $334K sold.

Planning Alternatives first reported a position in INTU in Q1 2025 and held it in 5 quarters. The position peaked at $344K in Q3 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Planning Alternatives reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Planning Alternatives sold 772 Intuit shares in Q2 2026, an estimated $334K.
  • Planning Alternatives first reported a position in Intuit in Q1 2025 and held it in 5 quarters.
  • Planning Alternatives's Intuit position peaked at $344K in Q3 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.