CPA
INTU icon

Capital Performance Advisors’s Intuit INTU Stock Holding History

Capital Performance Advisors’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 		$380K Buy
879
+185
+27% +$88.2K 0.03% 263
2025
Q4 		$460K Sell
694
-258
-27% -$170K 0.03% 230
2025
Q3 		$650K Buy
952
+564
+145% +$407K 0.11% 100
2025
Q2 		$306K Sell
388
-35
-8% -$23.7K 0.06% 153
2025
Q1 		$260K Buy
+423
New +$254K 0.06% 183
2024
Q4 		– Sell
-29
Closed -$17.9K – 1367
2024
Q3 		$17.9K Buy
+29
New +$18.5K 0.01% 641

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital Performance Advisors's INTU Position: Q1 2026 in Review

Capital Performance Advisors increased its Intuit (INTU) stake by 27% in Q1 2026, buying an estimated $88.2K and bringing the position to 879 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #263.

Capital Performance Advisors first reported a position in INTU in Q3 2024 and has held it in 6 quarters since. The position peaked at $650K in Q3 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Capital Performance Advisors held 879 shares of Intuit worth $380K as of Q1 2026.
  • Capital Performance Advisors bought 185 Intuit shares in Q1 2026, an estimated $88.2K.
  • Intuit made up 0.03% of Capital Performance Advisors's portfolio in Q1 2026, its #263 holding.
  • Capital Performance Advisors first reported a position in Intuit in Q3 2024 and has held it in 6 quarters since.
  • Capital Performance Advisors's Intuit position peaked at $650K in Q3 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.