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Capital Analysts LLC’s Intuit INTU Stock Holding History

Capital Analysts LLC’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 		$72K Buy
275
+2
+0.7% +$697 ﹤0.01% 913
2026
Q1 		$118K Sell
273
-200
-42% -$95.4K ﹤0.01% 755
2025
Q4 		$313K Buy
473
+23
+5% +$15.2K 0.01% 517
2025
Q3 		$307K Hold
450
– – 0.01% 508
2025
Q2 		$354K Hold
450
– – 0.01% 438
2025
Q1 		$276K Buy
450
+8
+2% +$4.8K 0.01% 471
2024
Q4 		$278K Sell
442
-38
-8% -$24.3K 0.01% 423
2024
Q3 		$298K Buy
480
+249
+108% +$159K 0.01% 395
2024
Q2 		$152K Hold
231
– – 0.01% 495
2024
Q1 		$150K Buy
231
+33
+17% +$21.1K 0.01% 488
2023
Q4 		$124K Buy
198
+169
+583% +$93.2K 0.01% 497
2023
Q3 		$15K Buy
+29
New +$14.7K ﹤0.01% 817
2023
Q1 		– Sell
-16
Closed -$6K – 1022
2022
Q4 		$6K Buy
16
+8
+100% +$3.17K ﹤0.01% 894
2022
Q3 		$3K Buy
+8
New +$3.46K ﹤0.01% 949
2021
Q4 		– Sell
-54
Closed -$29K – 1013
2021
Q3 		$29K Buy
+54
New +$29.1K ﹤0.01% 649
2021
Q2 		– Sell
-69
Closed -$27K – 1010
2021
Q1 		$27K Buy
+69
New +$26.6K ﹤0.01% 669

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Analysts LLC's INTU Position: Q2 2026 in Review

Capital Analysts LLC increased its Intuit (INTU) stake by 0.73% in Q2 2026, buying an estimated $697 and bringing the position to 275 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Capital Analysts LLC first reported a position in INTU in Q1 2021 and has held it in 16 quarters since. The position peaked at $354K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Capital Analysts LLC held 275 shares of Intuit worth $72K as of Q2 2026.
  • Capital Analysts LLC bought 2 Intuit shares in Q2 2026, an estimated $697.
  • Intuit made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #913 holding.
  • Capital Analysts LLC first reported a position in Intuit in Q1 2021 and has held it in 16 quarters since.
  • Capital Analysts LLC's Intuit position peaked at $354K in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.