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Virginia Estate & Retirement Planning Advisors’s Intuit INTU Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$6K Hold
23
– – 0.01% 143
2026
Q1 		$9.95K Buy
+23
New +$11K 0.02% 101

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

Virginia Estate & Retirement Planning Advisors's INTU Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Intuit (INTU) position steady in Q2 2026 at 23 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #143.

Virginia Estate & Retirement Planning Advisors first reported a position in INTU in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.95K in Q1 2026. 1,724 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 23 shares of Intuit worth $6K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Intuit share count unchanged in Q2 2026.
  • Intuit made up 0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #143 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Intuit in Q1 2026 and has held it in 2 quarters since.
  • Virginia Estate & Retirement Planning Advisors's Intuit position peaked at $9.95K in Q1 2026.
  • 1,724 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.