Capital Investment Advisory Services’s Intuit INTU Stock Holding History

Capital Investment 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 Q2	$246K	Sell	944 -58	-6%	-$20.2K	0.02%	654
2026 Q1	$433K	Sell	1,002 -7	-0.7%	-$3.34K	0.03%	431
2025 Q4	$668K	Buy	1,009 +97	+11%	+$64.1K	0.05%	322
2025 Q3	$623K	Buy	912 +124	+16%	+$89.4K	0.05%	320
2025 Q2	$621K	Sell	788 -21	-3%	-$14.2K	0.05%	305
2025 Q1	$497K	Buy	809 +107	+15%	+$64.3K	0.04%	326
2024 Q4	$441K	Sell	702 -4	-0.6%	-$2.56K	0.04%	311
2024 Q3	$438K	Hold	706	–	–	0.04%	323
2024 Q2	$464K	Hold	706	–	–	0.05%	300
2024 Q1	$459K	Buy	+706	New	+$451K	0.05%	311
2019 Q3	–	Sell	-15	Closed	-$4K	–	1416
2019 Q2	$4K	Buy	+15	New	+$3.81K	﹤0.01%	1177

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Capital Investment Advisory Services's INTU Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Intuit (INTU) stake by 5.8% in Q2 2026, selling an estimated $20.2K and leaving 944 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #654.

Capital Investment Advisory Services first reported a position in INTU in Q2 2019 and has held it in 11 quarters since. The position peaked at $668K in Q4 2025. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Capital Investment Advisory Services held 944 shares of Intuit worth $246K as of Q2 2026.
Capital Investment Advisory Services sold 58 Intuit shares in Q2 2026, an estimated $20.2K.
Intuit made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #654 holding.
Capital Investment Advisory Services first reported a position in Intuit in Q2 2019 and has held it in 11 quarters since.
Capital Investment Advisory Services's Intuit position peaked at $668K in Q4 2025.
665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.