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Capital Wealth Planning’s Intuit INTU Stock Holding History

Capital Wealth Planning’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
-20,684
Closed -$8.94M – 162
2026
Q1 		$8.94M Buy
+20,684
New +$9.87M 0.05% 92
2024
Q4 		– Sell
-115
Closed -$71.4K – 143
2024
Q3 		$71.4K Buy
+115
New +$73.4K ﹤0.01% 140
2024
Q2 		– Sell
-352
Closed -$229K – 137
2024
Q1 		$229K Buy
+352
New +$225K ﹤0.01% 133
2015
Q3 		– Sell
-3,200
Closed -$322K – 112
2015
Q2 		$322K Sell
3,200
-200
-6% -$20.4K 0.19% 77
2015
Q1 		$330K Sell
3,400
-130
-4% -$12.1K 0.17% 84
2014
Q4 		$325K Sell
3,530
-170
-5% -$15.1K 0.15% 88
2014
Q3 		$324K Sell
3,700
-115
-3% -$9.55K 0.13% 92
2014
Q2 		$307K Hold
3,815
– – 0.11% 99
2014
Q1 		$297K Buy
+3,815
New +$291K 0.13% 94
2013
Q4 		– Sell
-3,815
Closed -$253K – 96
2013
Q3 		$253K Buy
+3,815
New +$246K 0.11% 115

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 $3.37T AUM 44.26% 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 Wealth Planning's INTU Position: Q2 2026 in Review

Capital Wealth Planning sold out of Intuit (INTU) in Q2 2026, closing a stake of 20,684 shares — an estimated $8.94M sold.

Capital Wealth Planning first reported a position in INTU in Q3 2013 and held it in 10 quarters. The position peaked at $8.94M in Q1 2026. 1,743 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Capital Wealth Planning reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Capital Wealth Planning sold 20,684 Intuit shares in Q2 2026, an estimated $8.94M.
  • Capital Wealth Planning first reported a position in Intuit in Q3 2013 and held it in 10 quarters.
  • Capital Wealth Planning's Intuit position peaked at $8.94M in Q1 2026.
  • 1,743 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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