WealthPlan Investment Management’s Intuit INTU Stock Holding History

WealthPlan Investment Management’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	$219K	Buy	+838	New	+$292K	0.01%	446

Other funds holding INTU

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

WealthPlan Investment Management's INTU Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in Intuit (INTU) in Q2 2026: 838 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #446 among its holdings.

572 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

WealthPlan Investment Management held 838 shares of Intuit worth $219K as of Q2 2026.
Intuit was a new WealthPlan Investment Management position in Q2 2026.
Intuit made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #446 holding.
572 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.