PlanVest Financial’s Intuit INTU Stock Holding History

PlanVest Financial’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	$14.6K	Hold	56	–	–	0.01%	375
2026 Q1	$24.2K	Buy	+56	New	+$26.7K	0.02%	300

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PlanVest Financial's INTU Position: Q2 2026 in Review

PlanVest Financial held its Intuit (INTU) position steady in Q2 2026 at 56 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #375.

PlanVest Financial first reported a position in INTU in Q1 2026 and has held it in 2 quarters since. The position peaked at $24.2K in Q1 2026. 1,706 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

PlanVest Financial held 56 shares of Intuit worth $14.6K as of Q2 2026.
PlanVest Financial left its Intuit share count unchanged in Q2 2026.
Intuit made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #375 holding.
PlanVest Financial first reported a position in Intuit in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's Intuit position peaked at $24.2K in Q1 2026.
1,706 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.