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Capital Advisors Wealth Management’s Intuit INTU Stock Holding History

Capital Advisors Wealth Management’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 		– Sell
-470
Closed -$203K – 238
2026
Q1 		$203K Buy
+470
New +$224K 0.03% 210

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 Wealth Management's INTU Position: Q2 2026 in Review

Capital Advisors Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 470 shares — an estimated $203K sold.

Capital Advisors Wealth Management first reported a position in INTU in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Capital Advisors Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 470 Intuit shares in Q2 2026, an estimated $203K.
  • Capital Advisors Wealth Management first reported a position in Intuit in Q1 2026 and held it in 1 quarter.
  • Capital Advisors Wealth Management's Intuit position peaked at $203K in Q1 2026.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.