Plante Moran Financial Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $68.7K | Hold |
159
| – | – | ﹤0.01% | 277 |
|
|
2025
Q4 | $105K | Sell |
159
-2
| -1% | -$1.32K | 0.01% | 221 |
|
|
2025
Q3 | $110K | Buy |
161
+7
| +5% | +$5.05K | 0.01% | 232 |
|
|
2025
Q2 | $121K | Buy |
154
+2
| +1% | +$1.35K | 0.01% | 216 |
|
|
2025
Q1 | $93.3K | Sell |
152
-194
| -56% | -$116K | 0.01% | 256 |
|
|
2024
Q4 | $217K | Buy |
346
+20
| +6% | +$12.8K | 0.02% | 165 |
|
|
2024
Q3 | $202K | Sell |
326
-24
| -7% | -$15.3K | 0.02% | 180 |
|
|
2024
Q2 | $230K | Buy |
350
+6
| +2% | +$3.72K | 0.02% | 159 |
|
|
2024
Q1 | $224K | Sell |
344
-29
| -8% | -$18.5K | 0.02% | 160 |
|
|
2023
Q4 | $233K | Buy |
373
+18
| +5% | +$9.93K | 0.02% | 149 |
|
|
2023
Q3 | $181K | Sell |
355
-4
| -1% | -$2.02K | 0.02% | 156 |
|
|
2023
Q2 | $164K | Buy |
359
+4
| +1% | +$1.75K | 0.02% | 181 |
|
|
2023
Q1 | $158K | Buy |
355
+167
| +89% | +$68.6K | 0.02% | 169 |
|
|
2022
Q4 | $73.2K | Buy |
188
+1
| +0.5% | +$397 | 0.01% | 268 |
|
|
2022
Q3 | $72K | Buy |
187
+13
| +7% | +$5.62K | 0.01% | 252 |
|
|
2022
Q2 | $67K | Buy |
174
+22
| +14% | +$9.11K | 0.01% | 276 |
|
|
2022
Q1 | $73K | Sell |
152
-49
| -24% | -$25.1K | 0.01% | 275 |
|
|
2021
Q4 | $129K | Sell |
201
-26
| -11% | -$16.1K | 0.02% | 220 |
|
|
2021
Q3 | $122K | Buy |
227
+75
| +49% | +$40.4K | 0.03% | 241 |
|
|
2021
Q2 | $75K | Sell |
152
-963
| -86% | -$418K | 0.02% | 293 |
|
|
2021
Q1 | $427K | Buy |
1,115
+963
| +634% | +$371K | 0.12% | 88 |
|
|
2020
Q4 | $58K | Sell |
152
-50
| -25% | -$17.6K | 0.02% | 334 |
|
|
2020
Q3 | $66K | Buy |
202
+152
| +304% | +$47.6K | 0.02% | 279 |
|
|
2020
Q2 | $15K | Hold |
50
| – | – | 0.01% | 477 |
|
|
2020
Q1 | $12K | Buy |
50
+30
| +150% | +$8.12K | 0.01% | 474 |
|
|
2019
Q4 | $5K | Buy |
+20
| New | +$5.23K | ﹤0.01% | 613 |
|
|
2018
Q1 | – | Sell |
-6
| Closed | -$1K | – | 979 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 831 |
|
|
2017
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 769 |
|
|
2017
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 788 |
|
|
2017
Q1 | $1K | Buy |
+6
| New | +$719 | ﹤0.01% | 830 |
|
|
2014
Q3 | – | Sell |
-22
| Closed | -$2K | – | 821 |
|
|
2014
Q2 | $2K | Buy |
+22
| New | +$1.7K | ﹤0.01% | 764 |
|
Other funds holding INTU
VCM
VPM
Plante Moran Financial Advisors's INTU Position: Q1 2026 in Review
Plante Moran Financial Advisors held its Intuit (INTU) position steady in Q1 2026 at 159 shares worth $68.7K. The position accounts for ﹤0.01% of the portfolio, ranked #277.
Plante Moran Financial Advisors first reported a position in INTU in Q2 2014 and has held it in 31 quarters since. The position peaked at $427K in Q1 2021. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- Plante Moran Financial Advisors held 159 shares of Intuit worth $68.7K as of Q1 2026.
- Plante Moran Financial Advisors left its Intuit share count unchanged in Q1 2026.
- Intuit made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #277 holding.
- Plante Moran Financial Advisors first reported a position in Intuit in Q2 2014 and has held it in 31 quarters since.
- Plante Moran Financial Advisors's Intuit position peaked at $427K in Q1 2021.
- 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.