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Capital Planning Advisors’s Intuit INTU Stock Holding History

Capital Planning 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 		– Sell
-2,447
Closed -$1.62M – 159
2025
Q4 		$1.62M Sell
2,447
-59
-2% -$39K 0.22% 67
2025
Q3 		$1.71M Buy
2,506
+271
+12% +$195K 0.24% 66
2025
Q2 		$1.76M Sell
2,235
-101
-4% -$68.4K 0.26% 61
2025
Q1 		$1.43M Sell
2,336
-77
-3% -$46.2K 0.22% 66
2024
Q4 		$1.52M Buy
2,413
+244
+11% +$156K 0.23% 66
2024
Q3 		$1.35M Buy
2,169
+65
+3% +$41.5K 0.2% 64
2024
Q2 		$1.38M Buy
2,104
+167
+9% +$104K 0.24% 67
2024
Q1 		$1.26M Buy
1,937
+50
+3% +$31.9K 0.22% 68
2023
Q4 		$1.18M Buy
1,887
+314
+20% +$173K 0.22% 69
2023
Q3 		$804K Buy
+1,573
New +$796K 0.17% 72
2022
Q1 		– Sell
-359
Closed -$231K – 165
2021
Q4 		$231K Buy
+359
New +$222K 0.04% 147

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 Planning Advisors's INTU Position: Q1 2026 in Review

Capital Planning Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 2,447 shares — an estimated $1.62M sold.

Capital Planning Advisors first reported a position in INTU in Q4 2021 and held it in 11 quarters. The position peaked at $1.76M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Capital Planning Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Capital Planning Advisors sold 2,447 Intuit shares in Q1 2026, an estimated $1.62M.
  • Capital Planning Advisors first reported a position in Intuit in Q4 2021 and held it in 11 quarters.
  • Capital Planning Advisors's Intuit position peaked at $1.76M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.