Planning Strategies’s Intuit INTU Stock Holding History

Planning Strategies’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 Q3	$5.79K	Buy	21 +16	+320%	+$5.03K	﹤0.01%	421
2026 Q2	$1.3K	Buy	+5	New	+$1.74K	﹤0.01%	697

Other funds holding INTU

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Planning Strategies's INTU Position: Q3 2026 in Review

Planning Strategies increased its Intuit (INTU) stake by 320% in Q3 2026, buying an estimated $5.03K and bringing the position to 21 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Planning Strategies first reported a position in INTU in Q2 2026 and has held it in 2 quarters since. 1,475 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Planning Strategies held 21 shares of Intuit worth $5.79K as of Q3 2026.
Planning Strategies bought 16 Intuit shares in Q3 2026, an estimated $5.03K.
Intuit made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #421 holding.
Planning Strategies first reported a position in Intuit in Q2 2026 and has held it in 2 quarters since.
1,475 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.