Waller Financial Planning Group’s Intuit INTU Stock Holding History

Waller 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	$332K	Hold	1,272	–	–	0.07%	63
2026 Q1	$550K	Hold	1,272	–	–	0.12%	50
2025 Q4	$843K	Hold	1,272	–	–	0.19%	42
2025 Q3	$869K	Hold	1,272	–	–	0.2%	40
2025 Q2	$1M	Sell	1,272 -361	-22%	-$244K	0.24%	37
2025 Q1	$1M	Hold	1,633	–	–	0.28%	37
2024 Q4	$1.03M	Hold	1,633	–	–	0.26%	39
2024 Q3	$1.01M	Hold	1,633	–	–	0.25%	39
2024 Q2	$1.07M	Hold	1,633	–	–	0.29%	37
2024 Q1	$1.06M	Hold	1,633	–	–	0.28%	36
2023 Q4	$1.02M	Buy	1,633 +11	+0.7%	+$6.07K	0.27%	35
2023 Q3	$829K	Hold	1,622	–	–	0.24%	36
2023 Q2	$743K	Hold	1,622	–	–	0.21%	39
2023 Q1	$723K	Hold	1,622	–	–	0.21%	38
2022 Q4	$631K	Hold	1,622	–	–	0.18%	39
2022 Q3	$628K	Sell	1,622 -100	-6%	-$43.2K	0.19%	41
2022 Q2	$664K	Buy	+1,722	New	+$713K	0.19%	39

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Waller Financial Planning Group held its Intuit (INTU) position steady in Q2 2026 at 1,272 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #63.

Waller Financial Planning Group first reported a position in INTU in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.07M in Q2 2024. 988 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Waller Financial Planning Group held 1,272 shares of Intuit worth $332K as of Q2 2026.
Waller Financial Planning Group left its Intuit share count unchanged in Q2 2026.
Intuit made up 0.07% of Waller Financial Planning Group's portfolio in Q2 2026, its #63 holding.
Waller Financial Planning Group first reported a position in Intuit in Q2 2022 and has held it in 17 quarters since.
Waller Financial Planning Group's Intuit position peaked at $1.07M in Q2 2024.
988 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.