Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$321K Sell
742
-69
-9% -$32.9K 0.01% 49
2025
Q4
$537K Buy
811
+1
+0.1% +$661 0.02% 40
2025
Q3
$553K Buy
+810
New +$584K 0.02% 40

Other funds holding INTU

Capital Counsel's INTU Position: Q1 2026 in Review

Capital Counsel reduced its Intuit (INTU) stake by 8.5% in Q1 2026, selling an estimated $32.9K and leaving 742 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #49.

Capital Counsel first reported a position in INTU in Q3 2025 and has held it in 3 quarters since. The position peaked at $553K in Q3 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Capital Counsel held 742 shares of Intuit worth $321K as of Q1 2026.
  • Capital Counsel sold 69 Intuit shares in Q1 2026, an estimated $32.9K.
  • Intuit made up 0.01% of Capital Counsel's portfolio in Q1 2026, its #49 holding.
  • Capital Counsel first reported a position in Intuit in Q3 2025 and has held it in 3 quarters since.
  • Capital Counsel's Intuit position peaked at $553K in Q3 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Capital Counsel's 13F filing for Q1 2026, filed 15 May 2026.