Capstone Financial Advisors’s Intuit INTU Stock Holding History

Capstone Financial 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	$274K	Buy	1,048 +500	+91%	+$174K	0.01%	152
2026 Q1	$237K	Buy	+548	New	+$261K	0.01%	152

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capstone Financial Advisors's INTU Position: Q2 2026 in Review

Capstone Financial Advisors increased its Intuit (INTU) stake by 91% in Q2 2026, buying an estimated $174K and bringing the position to 1,048 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #152.

Capstone Financial Advisors first reported a position in INTU in Q1 2026 and has held it in 2 quarters since. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Capstone Financial Advisors held 1,048 shares of Intuit worth $274K as of Q2 2026.
Capstone Financial Advisors bought 500 Intuit shares in Q2 2026, an estimated $174K.
Intuit made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #152 holding.
Capstone Financial Advisors first reported a position in Intuit in Q1 2026 and has held it in 2 quarters since.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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