Strategic Planning Group’s Intuit INTU Stock Holding History

Strategic Planning Group’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	$7.74M	Buy	29,664 +13,623	+85%	+$4.75M	0.84%	40
2026 Q1	$6.94M	Buy	16,041 +5,021	+46%	+$2.39M	0.97%	37
2025 Q4	$7.3M	Buy	11,020 +1,248	+13%	+$825K	0.94%	43
2025 Q3	$6.67M	Buy	9,772 +2,098	+27%	+$1.51M	0.9%	45
2025 Q2	$6.04M	Buy	7,674 +314	+4%	+$212K	0.98%	34
2025 Q1	$4.52M	Buy	7,360 +875	+13%	+$525K	0.88%	39
2024 Q4	$4.08M	Buy	6,485 +219	+3%	+$140K	0.75%	43
2024 Q3	$3.89M	Buy	6,266 +301	+5%	+$192K	0.77%	47
2024 Q2	$3.92M	Buy	5,965 +1,709	+40%	+$1.06M	0.86%	32
2024 Q1	$2.77M	Buy	4,256 +403	+10%	+$257K	0.69%	43
2023 Q4	$2.41M	Buy	+3,853	New	+$2.13M	0.8%	34

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Strategic Planning Group's INTU Position: Q2 2026 in Review

Strategic Planning Group increased its Intuit (INTU) stake by 85% in Q2 2026, buying an estimated $4.75M and bringing the position to 29,664 shares worth $7.74M. The position accounts for 0.84% of the portfolio, ranked #40.

Strategic Planning Group first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. 572 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Strategic Planning Group held 29,664 shares of Intuit worth $7.74M as of Q2 2026.
Strategic Planning Group bought 13,623 Intuit shares in Q2 2026, an estimated $4.75M.
Intuit made up 0.84% of Strategic Planning Group's portfolio in Q2 2026, its #40 holding.
Strategic Planning Group first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
572 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.