Valtinson Bruner Financial Planning’s Intuit INTU Stock Holding History

Valtinson Bruner Financial Planning’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	$307K	Buy	710 +86	+14%	+$41K	0.08%	120
2025 Q4	$413K	Buy	624 +1	+0.2%	+$661	0.12%	93
2025 Q3	$425K	Buy	623 +1	+0.2%	+$721	0.13%	92
2025 Q2	$490K	Buy	622 +10	+2%	+$6.77K	0.15%	79
2025 Q1	$376K	Hold	612	–	–	0.13%	89
2024 Q4	$385K	Hold	612	–	–	0.13%	95
2024 Q3	$380K	Sell	612 -1	-0.2%	-$638	0.13%	96
2024 Q2	$403K	Buy	613 +1	+0.2%	+$620	0.16%	89
2024 Q1	$398K	Hold	612	–	–	0.17%	87
2023 Q4	$383K	Buy	612 +7	+1%	+$3.86K	0.2%	87
2023 Q3	$309K	Hold	605	–	–	0.17%	92
2023 Q2	$277K	Hold	605	–	–	0.15%	97
2023 Q1	$270K	Hold	605	–	–	0.15%	100
2022 Q4	$234K	Buy	605 +5	+0.8%	+$1.98K	0.14%	105
2022 Q3	$232K	Hold	600	–	–	0.14%	89
2022 Q2	$231K	Hold	600	–	–	0.14%	89
2022 Q1	$279K	Hold	600	–	–	0.16%	78
2021 Q4	$386K	Hold	600	–	–	0.21%	72
2021 Q3	$342K	Hold	600	–	–	0.19%	71
2021 Q2	$314K	Hold	600	–	–	0.18%	67
2021 Q1	$251K	Hold	600	–	–	0.15%	72
2020 Q4	$221K	Buy	+600	New	+$211K	0.14%	71

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Valtinson Bruner Financial Planning's INTU Position: Q1 2026 in Review

Valtinson Bruner Financial Planning increased its Intuit (INTU) stake by 14% in Q1 2026, buying an estimated $41K and bringing the position to 710 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #120.

Valtinson Bruner Financial Planning first reported a position in INTU in Q4 2020 and has held it in 22 quarters since. The position peaked at $490K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Valtinson Bruner Financial Planning held 710 shares of Intuit worth $307K as of Q1 2026.
Valtinson Bruner Financial Planning bought 86 Intuit shares in Q1 2026, an estimated $41K.
Intuit made up 0.08% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #120 holding.
Valtinson Bruner Financial Planning first reported a position in Intuit in Q4 2020 and has held it in 22 quarters since.
Valtinson Bruner Financial Planning's Intuit position peaked at $490K in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.