Allen Capital Group
INTU icon

Allen Capital Group’s Intuit INTU Stock Holding History

Allen Capital 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
Q3 		$2.65M Buy
9,598
+477
+5% +$150K 0.21% 98
2026
Q2 		$2.38M Buy
9,121
+448
+5% +$156K 0.19% 99
2026
Q1 		$3.75M Buy
8,673
+1,242
+17% +$592K 0.34% 66
2025
Q4 		$4.92M Buy
7,431
+295
+4% +$195K 0.45% 52
2025
Q3 		$4.87M Buy
7,136
+859
+14% +$619K 0.46% 53
2025
Q2 		$4.94M Buy
6,277
+431
+7% +$292K 0.51% 49
2025
Q1 		$3.59M Buy
+5,846
New +$3.51M 0.4% 61

Other funds holding INTU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Allen Capital Group's INTU Position: Q3 2026 in Review

Allen Capital Group increased its Intuit (INTU) stake by 5.2% in Q3 2026, buying an estimated $150K and bringing the position to 9,598 shares worth $2.65M. The position accounts for 0.21% of the portfolio, ranked #98.

Allen Capital Group first reported a position in INTU in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.94M in Q2 2025. 1,003 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Allen Capital Group held 9,598 shares of Intuit worth $2.65M as of Q3 2026.
  • Allen Capital Group bought 477 Intuit shares in Q3 2026, an estimated $150K.
  • Intuit made up 0.21% of Allen Capital Group's portfolio in Q3 2026, its #98 holding.
  • Allen Capital Group first reported a position in Intuit in Q1 2025 and has held it in 7 quarters since.
  • Allen Capital Group's Intuit position peaked at $4.94M in Q2 2025.
  • 1,003 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.