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Creative Planning INTU Position History

Intuit Inc. • Technology

Quarters held
10
Latest value
$41.9M
Q3 2026
Peak value
$48.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$46.9M
Q3 2025$758K
Q4 2025$48.7M
Q4 2025$914K
Q1 2026$733K
Q1 2026$39.4M
Q2 2026$373K
Q2 2026$19.3M
Q3 2026$393K
Q3 2026$41.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$41.9M151.8K——
Q3 2026$393K1.4K——
Q2 2026$19.3M74.0K——
Q2 2026$373K1.4K——
Q1 2026$39.4M91.2K——
Q1 2026$733K1.7K——
Q4 2025$914K1.4K——
Q4 2025$48.7M73.6K——
Q3 2025$758K1.1K——
Q3 2025$46.9M68.7K——

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