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Cape Investment Advisory’s Intuit INTU Stock Holding History

Cape Investment Advisory’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 		$2.35K Buy
+9
New +$3.13K ﹤0.01% 1212
2026
Q1 		– Sell
-7
Closed -$4.64K – 684
2025
Q4 		$4.64K Buy
7
+6
+600% +$3.96K ﹤0.01% 922
2025
Q3 		$683 Hold
1
– – ﹤0.01% 767
2025
Q2 		$788 Sell
1
-3
-75% -$2.03K ﹤0.01% 1056
2025
Q1 		$2.46K Sell
4
-50
-93% -$30K ﹤0.01% 864
2024
Q4 		$33.9K Buy
54
+4
+8% +$2.56K 0.01% 398
2024
Q3 		$31.1K Hold
50
– – 0.01% 389
2024
Q2 		$32.9K Hold
50
– – 0.01% 355
2024
Q1 		$32.5K Sell
50
-5
-9% -$3.19K 0.02% 364
2023
Q4 		$34.4K Buy
55
+5
+10% +$2.76K 0.02% 424
2023
Q3 		$25.5K Buy
+50
New +$25.3K 0.01% 403

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

Cape Investment Advisory's INTU Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Intuit (INTU) in Q2 2026: 9 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #1212 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in INTU as recently as Q4 2025.

Cape Investment Advisory first reported a position in INTU in Q3 2023 and has held it in 11 quarters since. The position peaked at $34.4K in Q4 2023. 545 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Cape Investment Advisory held 9 shares of Intuit worth $2.35K as of Q2 2026.
  • Intuit was a new Cape Investment Advisory position in Q2 2026.
  • Intuit made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1212 holding.
  • Cape Investment Advisory first reported a position in Intuit in Q3 2023 and has held it in 11 quarters since.
  • Cape Investment Advisory's Intuit position peaked at $34.4K in Q4 2023.
  • 545 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.