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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
Q1 		$237K Buy
+548
New +$261K 0.01% 152

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

Capstone Financial Advisors's INTU Position: Q1 2026 in Review

Capstone Financial Advisors opened a new position in Intuit (INTU) in Q1 2026: 548 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #152 among its holdings.

2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Capstone Financial Advisors held 548 shares of Intuit worth $237K as of Q1 2026.
  • Intuit was a new Capstone Financial Advisors position in Q1 2026.
  • Intuit made up 0.01% of Capstone Financial Advisors's portfolio in Q1 2026, its #152 holding.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.