Capital Advisors Ltd
INTU icon

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
Q3 		$109K Sell
395
-13
-3% -$4.08K 0.01% 375
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% -$9.9K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Capital Advisors Ltd's INTU Position: Q3 2026 in Review

Capital Advisors Ltd reduced its Intuit (INTU) stake by 3.2% in Q3 2026, selling an estimated $4.08K and leaving 395 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #375.

Capital Advisors Ltd first reported a position in INTU in Q2 2021 and has held it in 22 quarters since. The position peaked at $500K in Q2 2025. 922 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Capital Advisors Ltd held 395 shares of Intuit worth $109K as of Q3 2026.
  • Capital Advisors Ltd sold 13 Intuit shares in Q3 2026, an estimated $4.08K.
  • Intuit made up 0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #375 holding.
  • Capital Advisors Ltd first reported a position in Intuit in Q2 2021 and has held it in 22 quarters since.
  • Capital Advisors Ltd's Intuit position peaked at $500K in Q2 2025.
  • 922 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.