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Capital Advisors Ltd’s Intuit INTU Stock Holding History

Capital Advisors Ltd’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 		$107K Sell
408
-94
-19% -$32.7K 0.01% 380
2026
Q1 		$217K Sell
502
-118
-19% -$56.3K 0.02% 284
2025
Q4 		$411K Sell
620
-15
-2% -$9.91K 0.05% 199
2025
Q3 		$434K Hold
635
– – 0.05% 188
2025
Q2 		$500K Sell
635
-43
-6% -$29.1K 0.06% 161
2025
Q1 		$416K Buy
678
+14
+2% +$8.41K 0.05% 176
2024
Q4 		$417K Sell
664
-11
-2% -$7.03K 0.05% 176
2024
Q3 		$419K Buy
675
+5
+0.7% +$3.19K 0.05% 181
2024
Q2 		$441K Buy
670
+11
+2% +$6.82K 0.06% 168
2024
Q1 		$429K Buy
659
+17
+3% +$10.9K 0.06% 173
2023
Q4 		$401K Buy
642
+31
+5% +$17.1K 0.06% 176
2023
Q3 		$312K Buy
611
+30
+5% +$15.2K 0.05% 195
2023
Q2 		$266K Buy
581
+27
+5% +$11.8K 0.04% 224
2023
Q1 		$247K Hold
554
– – 0.04% 204
2022
Q4 		$216K Sell
554
-514
-48% -$204K 0.04% 226
2022
Q3 		$414K Buy
1,068
+68
+7% +$29.4K 0.08% 144
2022
Q2 		$385K Buy
1,000
+82
+9% +$34K 0.07% 159
2022
Q1 		$441K Buy
918
+165
+22% +$84.5K 0.07% 150
2021
Q4 		$484K Buy
753
+203
+37% +$125K 0.08% 137
2021
Q3 		$297K Hold
550
– – 0.05% 167
2021
Q2 		$270K Buy
+550
New +$238K 0.05% 164

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

Capital Advisors Ltd reduced its Intuit (INTU) stake by 19% in Q2 2026, selling an estimated $32.7K and leaving 408 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #380.

Capital Advisors Ltd first reported a position in INTU in Q2 2021 and has held it in 21 quarters since. The position peaked at $500K in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Capital Advisors Ltd held 408 shares of Intuit worth $107K as of Q2 2026.
  • Capital Advisors Ltd sold 94 Intuit shares in Q2 2026, an estimated $32.7K.
  • Intuit made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #380 holding.
  • Capital Advisors Ltd first reported a position in Intuit in Q2 2021 and has held it in 21 quarters since.
  • Capital Advisors Ltd's Intuit position peaked at $500K in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.