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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Plato Investment Management's INTU Position: Q1 2026 in Review

Plato Investment Management increased its Intuit (INTU) stake by 4.5% in Q1 2026, buying an estimated $209K and bringing the position to 10,150 shares worth $4.39M. The position accounts for 0.29% of the portfolio, ranked #78.

Plato Investment Management first reported a position in INTU in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.2M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Plato Investment Management held 10,150 shares of Intuit worth $4.39M as of Q1 2026.
  • Plato Investment Management bought 438 Intuit shares in Q1 2026, an estimated $209K.
  • Intuit made up 0.29% of Plato Investment Management's portfolio in Q1 2026, its #78 holding.
  • Plato Investment Management first reported a position in Intuit in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Intuit position peaked at $7.2M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.