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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital Analysts LLC's INTU Position: Q1 2026 in Review

Capital Analysts LLC reduced its Intuit (INTU) stake by 42% in Q1 2026, selling an estimated $95.4K and leaving 273 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Capital Analysts LLC first reported a position in INTU in Q1 2021 and has held it in 15 quarters since. The position peaked at $354K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Capital Analysts LLC held 273 shares of Intuit worth $118K as of Q1 2026.
Capital Analysts LLC sold 200 Intuit shares in Q1 2026, an estimated $95.4K.
Intuit made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #755 holding.
Capital Analysts LLC first reported a position in Intuit in Q1 2021 and has held it in 15 quarters since.
Capital Analysts LLC's Intuit position peaked at $354K in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.