Sigma Planning Corp’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-648
| Closed | -$280K | – | 1444 |
|
|
2026
Q1 | $280K | Buy |
648
+2
| +0.3% | +$954 | 0.01% | 1076 |
|
|
2025
Q4 | $424K | Sell |
646
-985
| -60% | -$651K | 0.01% | 859 |
|
|
2025
Q3 | $1.11M | Buy |
1,631
+978
| +150% | +$705K | 0.03% | 490 |
|
|
2025
Q2 | $514K | Sell |
653
-23
| -3% | -$15.6K | 0.02% | 772 |
|
|
2025
Q1 | $415K | Sell |
676
-174
| -20% | -$104K | 0.01% | 808 |
|
|
2024
Q4 | $534K | Sell |
850
-163
| -16% | -$104K | 0.02% | 719 |
|
|
2024
Q3 | $629K | Buy |
1,013
+14
| +1% | +$8.94K | 0.02% | 655 |
|
|
2024
Q2 | $657K | Sell |
999
-80
| -7% | -$49.6K | 0.02% | 620 |
|
|
2024
Q1 | $702K | Buy |
+1,079
| New | +$689K | 0.02% | 629 |
|
|
2023
Q4 | – | Sell |
-972
| Closed | -$497K | – | 1019 |
|
|
2023
Q3 | $497K | Buy |
972
+193
| +25% | +$97.7K | 0.02% | 720 |
|
|
2023
Q2 | $357K | Sell |
779
-225
| -22% | -$98.5K | 0.01% | 866 |
|
|
2023
Q1 | $448K | Buy |
1,004
+225
| +29% | +$92.4K | 0.01% | 851 |
|
|
2022
Q4 | $303K | Sell |
779
-126
| -14% | -$50K | 0.01% | 965 |
|
|
2022
Q3 | $351K | Buy |
905
+52
| +6% | +$22.5K | 0.01% | 886 |
|
|
2022
Q2 | $329K | Buy |
853
+37
| +5% | +$15.3K | 0.01% | 949 |
|
|
2022
Q1 | $393K | Sell |
816
-28
| -3% | -$14.3K | 0.01% | 940 |
|
|
2021
Q4 | $543K | Buy |
844
+92
| +12% | +$56.8K | 0.02% | 818 |
|
|
2021
Q3 | $406K | Buy |
752
+102
| +16% | +$55K | 0.01% | 910 |
|
|
2021
Q2 | $319K | Sell |
650
-116
| -15% | -$50.3K | 0.01% | 1051 |
|
|
2021
Q1 | $293K | Buy |
766
+55
| +8% | +$21.2K | 0.01% | 1001 |
|
|
2020
Q4 | $270K | Sell |
711
-881
| -55% | -$309K | 0.01% | 959 |
|
|
2020
Q3 | $519K | Sell |
1,592
-7
| -0.4% | -$2.19K | 0.02% | 598 |
|
|
2020
Q2 | $474K | Buy |
+1,599
| New | +$439K | 0.02% | 611 |
|
|
2015
Q2 | – | Sell |
-3,850
| Closed | -$373K | – | 739 |
|
|
2015
Q1 | $373K | Sell |
3,850
-280
| -7% | -$26K | 0.05% | 455 |
|
|
2014
Q4 | $381K | Buy |
+4,130
| New | +$367K | 0.05% | 413 |
|
Other funds holding INTU
Sigma Planning Corp's INTU Position: Q2 2026 in Review
Sigma Planning Corp sold out of Intuit (INTU) in Q2 2026, closing a stake of 648 shares — an estimated $280K sold.
Sigma Planning Corp first reported a position in INTU in Q4 2014 and held it in 25 quarters. The position peaked at $1.11M in Q3 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.
- Sigma Planning Corp reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
- Sigma Planning Corp sold 648 Intuit shares in Q2 2026, an estimated $280K.
- Sigma Planning Corp first reported a position in Intuit in Q4 2014 and held it in 25 quarters.
- Sigma Planning Corp's Intuit position peaked at $1.11M in Q3 2025.
- 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.
Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.