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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
Q2 		– Sell
-879
Closed -$380K – 402
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Performance Advisors's INTU Position: Q2 2026 in Review

Capital Performance Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 879 shares — an estimated $380K sold.

Capital Performance Advisors first reported a position in INTU in Q3 2024 and held it in 6 quarters. The position peaked at $650K in Q3 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Capital Performance Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 879 Intuit shares in Q2 2026, an estimated $380K.
  • Capital Performance Advisors first reported a position in Intuit in Q3 2024 and held it in 6 quarters.
  • Capital Performance Advisors's Intuit position peaked at $650K in Q3 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.