WealthPLAN Partners’s Intuit INTU Stock Holding History

WealthPLAN Partners’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
2025 Q4	–	Sell	-350	Closed	-$239K	–	281
2025 Q3	$239K	Buy	+350	New	+$252K	0.04%	233
2023 Q3	–	Sell	-77	Closed	-$35.3K	–	703
2023 Q2	$35.3K	Hold	77	–	–	0.01%	574
2023 Q1	$34.3K	Buy	+77	New	+$31.6K	﹤0.01%	625
2016 Q3	$12.3K	Sell	112 -32	-22%	-$3.58K	﹤0.01%	565
2016 Q2	$12.5K	Buy	+144	New	+$15.1K	﹤0.01%	1644
2015 Q4	$7.72K	Buy	+80	New	+$7.73K	﹤0.01%	1225

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WealthPLAN Partners's INTU Position: Q4 2025 in Review

WealthPLAN Partners sold out of Intuit (INTU) in Q4 2025, closing a stake of 350 shares — an estimated $239K sold.

WealthPLAN Partners first reported a position in INTU in Q4 2015 and held it in 6 quarters. The position peaked at $239K in Q3 2025. 2,262 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

WealthPLAN Partners reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
WealthPLAN Partners sold 350 Intuit shares in Q4 2025, an estimated $239K.
WealthPLAN Partners first reported a position in Intuit in Q4 2015 and held it in 6 quarters.
WealthPLAN Partners's Intuit position peaked at $239K in Q3 2025.
2,262 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on WealthPLAN Partners's 13F filing for Q4 2025, filed 12 Feb 2026.