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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
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
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
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

Allen Capital Group's INTU Position: Q2 2026 in Review

Allen Capital Group increased its Intuit (INTU) stake by 5.2% in Q2 2026, buying an estimated $156K and bringing the position to 9,121 shares worth $2.38M. The position accounts for 0.19% of the portfolio, ranked #99.

Allen Capital Group first reported a position in INTU in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.94M in Q2 2025. 517 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Allen Capital Group held 9,121 shares of Intuit worth $2.38M as of Q2 2026.
  • Allen Capital Group bought 448 Intuit shares in Q2 2026, an estimated $156K.
  • Intuit made up 0.19% of Allen Capital Group's portfolio in Q2 2026, its #99 holding.
  • Allen Capital Group first reported a position in Intuit in Q1 2025 and has held it in 6 quarters since.
  • Allen Capital Group's Intuit position peaked at $4.94M in Q2 2025.
  • 517 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.