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Sigma Planning Corp’s Intuit INTU Stock Holding History

Sigma Planning Corp’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 		$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

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

Sigma Planning Corp's INTU Position: Q1 2026 in Review

Sigma Planning Corp increased its Intuit (INTU) stake by 0.31% in Q1 2026, buying an estimated $954 and bringing the position to 648 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #1076.

Sigma Planning Corp first reported a position in INTU in Q4 2014 and has held it in 25 quarters since. The position peaked at $1.11M in Q3 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Sigma Planning Corp held 648 shares of Intuit worth $280K as of Q1 2026.
  • Sigma Planning Corp bought 2 Intuit shares in Q1 2026, an estimated $954.
  • Intuit made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1076 holding.
  • Sigma Planning Corp first reported a position in Intuit in Q4 2014 and has held it in 25 quarters since.
  • Sigma Planning Corp's Intuit position peaked at $1.11M in Q3 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.