Capstone Investment Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.33M Buy
5,400
+1,600
+42% +$763K ﹤0.01% 603
2025
Q4
$2.52M Sell
3,800
-3,500
-48% -$2.31M ﹤0.01% 543
2025
Q3
$4.99M Buy
7,300
+400
+6% +$288K 0.01% 473
2025
Q2
$5.43M Sell
6,900
-6,700
-49% -$4.53M 0.01% 377
2025
Q1
$8.35M Sell
13,600
-26,400
-66% -$15.9M 0.02% 345
2024
Q4
$25.1M Buy
40,000
+3,200
+9% +$2.04M 0.06% 179
2024
Q3
$22.9M Sell
36,800
-700
-2% -$447K 0.07% 167
2024
Q2
$24.6M Buy
37,500
+6,000
+19% +$3.72M 0.08% 158
2024
Q1
$20.5M Sell
31,500
-11,000
-26% -$7.02M 0.07% 171
2023
Q4
$26.6M Buy
42,500
+22,000
+107% +$12.1M 0.08% 169
2023
Q3
$10.5M Buy
20,500
+7,000
+52% +$3.54M 0.05% 267
2023
Q2
$6.19M Buy
13,500
+2,000
+17% +$876K 0.03% 337
2023
Q1
$5.13M Buy
11,500
+5,300
+85% +$2.18M 0.03% 357
2022
Q4
$2.41M Buy
6,200
+1,600
+35% +$635K 0.02% 642
2022
Q3
$1.78M Sell
4,600
-100
-2% -$43.2K 0.01% 806
2022
Q2
$1.81M Sell
4,700
-22,700
-83% -$9.4M 0.01% 807
2022
Q1
$13.2M Sell
27,400
-23,800
-46% -$12.2M 0.04% 363
2021
Q4
$32.9M Buy
51,200
+5,100
+11% +$3.15M 0.06% 305
2021
Q3
$24.9M Buy
46,100
+7,200
+19% +$3.88M 0.05% 360
2021
Q2
$19.1M Buy
38,900
+14,700
+61% +$6.37M 0.04% 363
2021
Q1
$9.27M Sell
24,200
-22,200
-48% -$8.55M 0.03% 481
2020
Q4
$17.6M Buy
46,400
+7,400
+19% +$2.6M 0.06% 265
2020
Q3
$12.7M Buy
39,000
+14,100
+57% +$4.41M 0.07% 256
2020
Q2
$7.38M Buy
24,900
+7,100
+40% +$1.95M 0.05% 326
2020
Q1
$4.09M Sell
17,800
-31,600
-64% -$8.56M 0.07% 325
2019
Q4
$12.9M Buy
49,400
+8,900
+22% +$2.33M 0.07% 287
2019
Q3
$10.8M Buy
40,500
+6,400
+19% +$1.76M 0.07% 272
2019
Q2
$8.91M Buy
34,100
+9,200
+37% +$2.34M 0.06% 320
2019
Q1
$6.51M Buy
24,900
+12,100
+95% +$2.8M 0.06% 303
2018
Q4
$2.52M Buy
12,800
+4,300
+51% +$895K 0.03% 393
2018
Q3
$1.93M Buy
+8,500
New +$1.83M 0.02% 448

Other funds holding INTU

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

Capstone Investment Advisors increased its Intuit (INTU) stake by 254% in Q1 2026, buying an estimated $6.49M and bringing the position to 18,949 shares worth $8.19M. The position accounts for 0.01% of the portfolio, ranked #330.

Capstone Investment Advisors first reported a position in INTU in Q4 2015 and has held it in 24 quarters since. The position peaked at $19.8M in Q1 2022. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Capstone Investment Advisors held 18,949 shares of Intuit worth $8.19M as of Q1 2026.
  • Capstone Investment Advisors bought 13,598 Intuit shares in Q1 2026, an estimated $6.49M.
  • Intuit made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #330 holding.
  • Capstone Investment Advisors first reported a position in Intuit in Q4 2015 and has held it in 24 quarters since.
  • Capstone Investment Advisors's Intuit position peaked at $19.8M in Q1 2022.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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