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Aptus Capital Advisors’s Intuit INTU Stock Holding History

Aptus Capital Advisors’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 		$3.25M Sell
12,445
-487
-4% -$170K 0.02% 431
2026
Q1 		$5.59M Sell
12,932
-24,649
-66% -$11.8M 0.04% 322
2025
Q4 		$24.9M Buy
37,581
+794
+2% +$525K 0.18% 113
2025
Q3 		$25.1M Buy
36,787
+1,594
+5% +$1.15M 0.18% 117
2025
Q2 		$27.7M Buy
35,193
+1,946
+6% +$1.32M 0.23% 89
2025
Q1 		$20.4M Buy
33,247
+2,714
+9% +$1.63M 0.21% 101
2024
Q4 		$19.2M Buy
30,533
+3,257
+12% +$2.08M 0.2% 106
2024
Q3 		$16.9M Buy
27,276
+4,389
+19% +$2.8M 0.25% 92
2024
Q2 		$15M Sell
22,887
-1,246
-5% -$773K 0.26% 86
2024
Q1 		$15.7M Buy
24,133
+1,858
+8% +$1.19M 0.29% 76
2023
Q4 		$13.9M Sell
22,275
-114
-0.5% -$62.9K 0.38% 67
2023
Q3 		$11.4M Sell
22,389
-1,235
-5% -$625K 0.31% 74
2023
Q2 		$10.8M Sell
23,624
-7,069
-23% -$3.1M 0.26% 86
2023
Q1 		$13.7M Buy
30,693
+25,338
+473% +$10.4M 0.37% 57
2022
Q4 		$2.08M Sell
5,355
-17,263
-76% -$6.85M 0.06% 207
2022
Q3 		$8.76M Buy
22,618
+10,574
+88% +$4.57M 0.21% 65
2022
Q2 		$4.64M Buy
12,044
+1,091
+10% +$452K 0.12% 107
2022
Q1 		$5.27M Buy
10,953
+3,385
+45% +$1.73M 0.13% 98
2021
Q4 		$4.87M Buy
7,568
+778
+11% +$480K 0.15% 95
2021
Q3 		$3.66M Buy
+6,790
New +$3.66M 0.09% 116

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aptus Capital Advisors's INTU Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Intuit (INTU) stake by 3.8% in Q2 2026, selling an estimated $170K and leaving 12,445 shares worth $3.25M. The position accounts for 0.02% of the portfolio, ranked #431.

Aptus Capital Advisors first reported a position in INTU in Q3 2021 and has held it in 20 quarters since. The position peaked at $27.7M in Q2 2025. 1,741 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Aptus Capital Advisors held 12,445 shares of Intuit worth $3.25M as of Q2 2026.
  • Aptus Capital Advisors sold 487 Intuit shares in Q2 2026, an estimated $170K.
  • Intuit made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #431 holding.
  • Aptus Capital Advisors first reported a position in Intuit in Q3 2021 and has held it in 20 quarters since.
  • Aptus Capital Advisors's Intuit position peaked at $27.7M in Q2 2025.
  • 1,741 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.