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United Financial Planning Group’s Intuit INTU Stock Holding History

United Financial 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 		$7.05K Hold
27
– – ﹤0.01% 311
2026
Q1 		$11.7K Buy
27
+16
+145% +$7.63K 0.01% 193
2025
Q4 		$7.29K Buy
+11
New +$7.27K ﹤0.01% 236

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Financial Planning Group's INTU Position: Q2 2026 in Review

United Financial Planning Group held its Intuit (INTU) position steady in Q2 2026 at 27 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

United Financial Planning Group first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.7K in Q1 2026. 1,743 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • United Financial Planning Group held 27 shares of Intuit worth $7.05K as of Q2 2026.
  • United Financial Planning Group left its Intuit share count unchanged in Q2 2026.
  • Intuit made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #311 holding.
  • United Financial Planning Group first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Intuit position peaked at $11.7K in Q1 2026.
  • 1,743 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.