Capital Asset Advisory Services’s Intuit INTU Stock Holding History

Capital Asset Advisory Services’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	$1.67M	Sell	4,122 -849	-17%	-$405K	0.06%	126
2025 Q4	$3.22M	Buy	4,971 +563	+13%	+$372K	0.13%	94
2025 Q3	$3.01M	Sell	4,408 -196	-4%	-$141K	0.13%	96
2025 Q2	$3.59M	Sell	4,604 -186	-4%	-$126K	0.17%	78
2025 Q1	$2.97M	Sell	4,790 -472	-9%	-$283K	0.15%	89
2024 Q4	$3.32M	Buy	5,262 +252	+5%	+$161K	0.16%	83
2024 Q3	$3.07M	Buy	5,010 +325	+7%	+$207K	0.15%	87
2024 Q2	$3.05M	Buy	4,685 +1,396	+42%	+$866K	0.17%	76
2024 Q1	$2.09M	Sell	3,289 -75	-2%	-$47.9K	0.12%	103
2023 Q4	$2.1M	Buy	3,364 +35	+1%	+$19.3K	0.13%	99
2023 Q3	$1.8M	Buy	3,329 +494	+17%	+$250K	0.12%	94
2023 Q2	$1.37M	Buy	2,835 +333	+13%	+$146K	0.1%	105
2023 Q1	$1.12M	Buy	2,502 +282	+13%	+$116K	0.08%	115
2022 Q4	$872K	Sell	2,220 -48	-2%	-$19K	0.07%	142
2022 Q3	$878K	Buy	2,268 +277	+14%	+$120K	0.11%	99
2022 Q2	$767K	Buy	1,991 +525	+36%	+$217K	0.08%	172
2022 Q1	$705K	Buy	1,466 +426	+41%	+$218K	0.08%	195
2021 Q4	$669K	Sell	1,040 -167	-14%	-$103K	0.07%	203
2021 Q3	$651K	Buy	+1,207	New	+$651K	0.07%	203
2021 Q1	–	Sell	-340	Closed	-$129K	–	1066
2020 Q4	$129K	Buy	+340	New	+$119K	0.02%	405

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 Asset Advisory Services's INTU Position: Q1 2026 in Review

Capital Asset Advisory Services reduced its Intuit (INTU) stake by 17% in Q1 2026, selling an estimated $405K and leaving 4,122 shares worth $1.67M. The position accounts for 0.06% of the portfolio, ranked #126.

Capital Asset Advisory Services first reported a position in INTU in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.59M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Capital Asset Advisory Services held 4,122 shares of Intuit worth $1.67M as of Q1 2026.
Capital Asset Advisory Services sold 849 Intuit shares in Q1 2026, an estimated $405K.
Intuit made up 0.06% of Capital Asset Advisory Services's portfolio in Q1 2026, its #126 holding.
Capital Asset Advisory Services first reported a position in Intuit in Q4 2020 and has held it in 20 quarters since.
Capital Asset Advisory Services's Intuit position peaked at $3.59M in Q2 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.