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 Q2	–	Sell	-710	Closed	-$307K	–	192
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valtinson Bruner Financial Planning's INTU Position: Q2 2026 in Review

Valtinson Bruner Financial Planning sold out of Intuit (INTU) in Q2 2026, closing a stake of 710 shares — an estimated $307K sold.

Valtinson Bruner Financial Planning first reported a position in INTU in Q4 2020 and held it in 22 quarters. The position peaked at $490K in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Valtinson Bruner Financial Planning reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Valtinson Bruner Financial Planning sold 710 Intuit shares in Q2 2026, an estimated $307K.
Valtinson Bruner Financial Planning first reported a position in Intuit in Q4 2020 and held it in 22 quarters.
Valtinson Bruner Financial Planning's Intuit position peaked at $490K in Q2 2025.
1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.