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Capital Advisors Inc’s Intuit INTU Stock Holding History

Capital Advisors Inc’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
Q1 		– Sell
-526
Closed -$348K – 367
2025
Q4 		$348K Buy
526
+107
+26% +$70.7K 0.01% 247
2025
Q3 		$286K Sell
419
-3
-0.7% -$2.16K ﹤0.01% 265
2025
Q2 		$333K Hold
422
– – 0.01% 245
2025
Q1 		$259K Sell
422
-89
-17% -$53.4K 0.01% 274
2024
Q4 		$321K Buy
511
+76
+17% +$48.6K 0.01% 241
2024
Q3 		$270K Sell
435
-12
-3% -$7.66K 0.01% 258
2024
Q2 		$294K Sell
447
-3
-0.7% -$1.86K 0.01% 251
2024
Q1 		$293K Buy
450
+5
+1% +$3.19K 0.01% 249
2023
Q4 		$278K Buy
445
+9
+2% +$4.96K 0.01% 252
2023
Q3 		$223K Buy
+436
New +$221K 0.01% 236
2021
Q2 		– Sell
-56,310
Closed -$21.6M – 245
2021
Q1 		$21.6M Buy
56,310
+2,391
+4% +$921K 0.71% 59
2020
Q4 		$20.5M Sell
53,919
-10,463
-16% -$3.67M 0.73% 56
2020
Q3 		$21M Buy
64,382
+381
+0.6% +$119K 0.85% 42
2020
Q2 		$20M Buy
64,001
+584
+0.9% +$160K 0.83% 42
2020
Q1 		$14.6M Buy
63,417
+19,132
+43% +$5.18M 0.79% 47
2019
Q4 		$11.6M Sell
44,285
-2,433
-5% -$636K 0.5% 74
2019
Q3 		$12.2M Hold
46,718
– – 0.6% 54
2019
Q2 		$12.2M Buy
46,718
+25,797
+123% +$6.56M 0.6% 54
2019
Q1 		$5.47M Sell
20,921
-24,625
-54% -$5.69M 0.59% 30
2018
Q4 		$8.97M Buy
45,546
+4,282
+10% +$891K 0.58% 60
2018
Q3 		$9.38M Buy
+41,264
New +$8.87M 0.56% 62

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital Advisors Inc's INTU Position: Q1 2026 in Review

Capital Advisors Inc sold out of Intuit (INTU) in Q1 2026, closing a stake of 526 shares — an estimated $348K sold.

Capital Advisors Inc first reported a position in INTU in Q3 2018 and held it in 21 quarters. The position peaked at $21.6M in Q1 2021. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Capital Advisors Inc reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Inc sold 526 Intuit shares in Q1 2026, an estimated $348K.
  • Capital Advisors Inc first reported a position in Intuit in Q3 2018 and held it in 21 quarters.
  • Capital Advisors Inc's Intuit position peaked at $21.6M in Q1 2021.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.