Plimoth Trust’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 | $416K | Hold |
961
| – | – | 0.09% | 129 |
|
|
2025
Q4 | $637K | Sell |
961
-100
| -9% | -$66.1K | 0.14% | 110 |
|
|
2025
Q3 | $725K | Sell |
1,061
-55
| -5% | -$39.6K | 0.16% | 105 |
|
|
2025
Q2 | $879K | Sell |
1,116
-27
| -2% | -$18.3K | 0.21% | 94 |
|
|
2025
Q1 | $702K | Sell |
1,143
-27
| -2% | -$16.2K | 0.18% | 101 |
|
|
2024
Q4 | $735K | Sell |
1,170
-20
| -2% | -$12.8K | 0.19% | 98 |
|
|
2024
Q3 | $739K | Sell |
1,190
-35
| -3% | -$22.3K | 0.19% | 102 |
|
|
2024
Q2 | $805K | Sell |
1,225
-15
| -1% | -$9.3K | 0.21% | 92 |
|
|
2024
Q1 | $806K | Sell |
1,240
-5
| -0.4% | -$3.19K | 0.21% | 92 |
|
|
2023
Q4 | $778K | Sell |
1,245
-60
| -5% | -$33.1K | 0.22% | 96 |
|
|
2023
Q3 | $667K | Sell |
1,305
-75
| -5% | -$38K | 0.21% | 104 |
|
|
2023
Q2 | $632K | Sell |
1,380
-165
| -11% | -$72.3K | 0.19% | 108 |
|
|
2023
Q1 | $689K | Sell |
1,545
-20
| -1% | -$8.21K | 0.21% | 106 |
|
|
2022
Q4 | $609K | Hold |
1,565
| – | – | 0.2% | 117 |
|
|
2022
Q3 | $606K | Sell |
1,565
-290
| -16% | -$125K | 0.21% | 114 |
|
|
2022
Q2 | $715K | Sell |
1,855
-102
| -5% | -$42.2K | 0.23% | 113 |
|
|
2022
Q1 | $941K | Sell |
1,957
-13
| -0.7% | -$6.66K | 0.25% | 101 |
|
|
2021
Q4 | $1.27M | Sell |
1,970
-50
| -2% | -$30.9K | 0.32% | 86 |
|
|
2021
Q3 | $1.09M | Sell |
2,020
-63
| -3% | -$34K | 0.31% | 86 |
|
|
2021
Q2 | $1.02M | Sell |
2,083
-88
| -4% | -$38.2K | 0.29% | 91 |
|
|
2021
Q1 | $832K | Sell |
2,171
-150
| -6% | -$57.8K | 0.25% | 104 |
|
|
2020
Q4 | $882K | Sell |
2,321
-377
| -14% | -$132K | 0.28% | 92 |
|
|
2020
Q3 | $880K | Hold |
2,698
| – | – | 0.3% | 87 |
|
|
2020
Q2 | $799K | Sell |
2,698
-136
| -5% | -$37.3K | 0.28% | 95 |
|
|
2020
Q1 | $652K | Hold |
2,834
| – | – | 0.27% | 102 |
|
|
2019
Q4 | $742K | Sell |
2,834
-25
| -0.9% | -$6.54K | 0.24% | 115 |
|
|
2019
Q3 | $760K | Sell |
2,859
-132
| -4% | -$36.3K | 0.25% | 114 |
|
|
2019
Q2 | $782K | Hold |
2,991
| – | – | 0.26% | 113 |
|
|
2019
Q1 | $782K | Hold |
2,991
| – | – | 0.26% | 107 |
|
|
2018
Q4 | $589K | Sell |
2,991
-30
| -1% | -$6.24K | 0.22% | 121 |
|
|
2018
Q3 | $687K | Hold |
3,021
| – | – | 0.22% | 119 |
|
|
2018
Q2 | $617K | Hold |
3,021
| – | – | 0.21% | 124 |
|
|
2018
Q1 | $524K | Sell |
3,021
-34
| -1% | -$5.72K | 0.18% | 137 |
|
|
2017
Q4 | $482K | Buy |
+3,055
| New | +$466K | 0.17% | 134 |
|
Other funds holding INTU
VCM
VPM
Plimoth Trust's INTU Position: Q1 2026 in Review
Plimoth Trust held its Intuit (INTU) position steady in Q1 2026 at 961 shares worth $416K. The position accounts for 0.09% of the portfolio, ranked #129.
Plimoth Trust first reported a position in INTU in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.27M in Q4 2021. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- Plimoth Trust held 961 shares of Intuit worth $416K as of Q1 2026.
- Plimoth Trust left its Intuit share count unchanged in Q1 2026.
- Intuit made up 0.09% of Plimoth Trust's portfolio in Q1 2026, its #129 holding.
- Plimoth Trust first reported a position in Intuit in Q4 2017 and has held it in 34 quarters since.
- Plimoth Trust's Intuit position peaked at $1.27M in Q4 2021.
- 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on Plimoth Trust's 13F filing for Q1 2026, filed 27 Apr 2026.