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Atlas Capital Advisors’s Intuit INTU Stock Holding History

Atlas 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 		$146K Buy
560
+138
+33% +$48.1K 0.02% 532
2026
Q1 		$182K Buy
422
+404
+2,244% +$193K 0.02% 429
2025
Q4 		$11.9K Buy
+18
New +$11.9K ﹤0.01% 752
2025
Q2 		$14.2K Hold
18
– – ﹤0.01% 745
2025
Q1 		$11.1K Hold
18
– – ﹤0.01% 793
2024
Q4 		$11.3K Hold
18
– – ﹤0.01% 768
2024
Q3 		$11.2K Sell
18
-150
-89% -$95.7K ﹤0.01% 722
2024
Q2 		$110K Hold
168
– – 0.01% 487
2024
Q1 		$109K Hold
168
– – 0.02% 468
2023
Q4 		$105K Hold
168
– – 0.02% 497
2023
Q3 		$85.8K Hold
168
– – 0.01% 474
2023
Q2 		$77K Sell
168
-8
-5% -$3.5K 0.01% 517
2023
Q1 		$78.5K Hold
176
– – 0.01% 504
2022
Q4 		$68.5K Hold
176
– – 0.01% 494
2022
Q3 		$68.2K Buy
176
+8
+5% +$3.46K 0.01% 499
2022
Q2 		$64.8K Buy
168
+150
+833% +$62.1K 0.01% 522
2022
Q1 		$8.65K Sell
18
-17
-49% -$8.71K ﹤0.01% 722
2021
Q4 		$22.5K Sell
35
-87
-71% -$53.7K ﹤0.01% 624
2021
Q3 		$65.8K Buy
122
+104
+578% +$56K 0.01% 492
2021
Q2 		$8.82K Buy
+18
New +$7.8K ﹤0.01% 760
2021
Q1 		– Sell
-14
Closed -$5.32K – 808
2020
Q4 		$5.32K Buy
+14
New +$4.92K ﹤0.01% 621
2020
Q1 		– Sell
-732
Closed -$192K – 689
2019
Q4 		$192K Sell
732
-2,663
-78% -$696K 0.05% 322
2019
Q3 		$903K Buy
3,395
+3,371
+14,046% +$927K 0.27% 105
2019
Q2 		$6.27K Buy
+24
New +$6.1K ﹤0.01% 615
2018
Q4 		– Sell
-183
Closed -$42.3K – 582
2018
Q3 		$42.3K Buy
+183
New +$39.3K 0.01% 432

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

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

Atlas Capital Advisors increased its Intuit (INTU) stake by 33% in Q2 2026, buying an estimated $48.1K and bringing the position to 560 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #532.

Atlas Capital Advisors first reported a position in INTU in Q3 2018 and has held it in 25 quarters since. The position peaked at $903K in Q3 2019. 1,741 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Atlas Capital Advisors held 560 shares of Intuit worth $146K as of Q2 2026.
  • Atlas Capital Advisors bought 138 Intuit shares in Q2 2026, an estimated $48.1K.
  • Intuit made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #532 holding.
  • Atlas Capital Advisors first reported a position in Intuit in Q3 2018 and has held it in 25 quarters since.
  • Atlas Capital Advisors's Intuit position peaked at $903K in Q3 2019.
  • 1,741 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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