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Plato Investment Management’s Intuit INTU Stock Holding History

Plato Investment Management’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 		$4.15M Buy
15,981
+5,831
+57% +$2.03M 0.24% 96
2026
Q1 		$4.39M Buy
10,150
+438
+5% +$209K 0.29% 78
2025
Q4 		$6.46M Sell
9,712
-142
-1% -$93.8K 0.42% 48
2025
Q3 		$6.68M Buy
9,854
+680
+7% +$490K 0.45% 42
2025
Q2 		$7.2M Buy
9,174
+544
+6% +$368K 0.54% 32
2025
Q1 		$5.36M Sell
8,630
-1,968
-19% -$1.18M 0.45% 41
2024
Q4 		$6.69M Buy
10,598
+841
+9% +$537K 0.49% 34
2024
Q3 		$6.05M Buy
9,757
+628
+7% +$401K 0.49% 39
2024
Q2 		$6M Buy
9,129
+1,380
+18% +$856K 0.56% 34
2024
Q1 		$5.04M Buy
7,749
+7,030
+978% +$4.49M 0.52% 36
2023
Q4 		$449K Buy
+719
New +$397K 0.55% 43

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

Plato Investment Management's INTU Position: Q2 2026 in Review

Plato Investment Management increased its Intuit (INTU) stake by 57% in Q2 2026, buying an estimated $2.03M and bringing the position to 15,981 shares worth $4.15M. The position accounts for 0.24% of the portfolio, ranked #96.

Plato Investment Management first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.2M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Plato Investment Management held 15,981 shares of Intuit worth $4.15M as of Q2 2026.
  • Plato Investment Management bought 5,831 Intuit shares in Q2 2026, an estimated $2.03M.
  • Intuit made up 0.24% of Plato Investment Management's portfolio in Q2 2026, its #96 holding.
  • Plato Investment Management first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Intuit position peaked at $7.2M in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.