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 | $21.6M | Buy |
50,000
+33,800
| +209% | +$16.1M | 0.04% | 161 |
|
|
2025
Q4 | $10.7M | Sell |
16,200
-43,500
| -73% | -$28.7M | 0.02% | 257 |
|
|
2025
Q3 | $40.8M | Buy |
59,700
+42,400
| +245% | +$30.6M | 0.08% | 121 |
|
|
2025
Q2 | $13.6M | Hold |
17,300
| – | – | 0.03% | 194 |
|
|
2025
Q1 | $10.6M | Sell |
17,300
-74,600
| -81% | -$44.8M | 0.03% | 287 |
|
|
2024
Q4 | $57.8M | Buy |
91,900
+5,200
| +6% | +$3.32M | 0.14% | 87 |
|
|
2024
Q3 | $53.8M | Sell |
86,700
-3,000
| -3% | -$1.91M | 0.16% | 76 |
|
|
2024
Q2 | $59M | Buy |
89,700
+14,000
| +18% | +$8.68M | 0.18% | 70 |
|
|
2024
Q1 | $49.2M | Sell |
75,700
-26,500
| -26% | -$16.9M | 0.18% | 83 |
|
|
2023
Q4 | $63.9M | Buy |
102,200
+39,100
| +62% | +$21.6M | 0.19% | 78 |
|
|
2023
Q3 | $32.2M | Buy |
63,100
+32,600
| +107% | +$16.5M | 0.15% | 96 |
|
|
2023
Q2 | $14M | Buy |
30,500
+6,300
| +26% | +$2.76M | 0.07% | 199 |
|
|
2023
Q1 | $10.8M | Sell |
24,200
-11,400
| -32% | -$4.68M | 0.05% | 229 |
|
|
2022
Q4 | $13.9M | Sell |
35,600
-20,000
| -36% | -$7.93M | 0.1% | 174 |
|
|
2022
Q3 | $21.5M | Sell |
55,600
-400
| -0.7% | -$173K | 0.13% | 96 |
|
|
2022
Q2 | $21.6M | Sell |
56,000
-69,400
| -55% | -$28.7M | 0.11% | 116 |
|
|
2022
Q1 | $60.3M | Sell |
125,400
-246,100
| -66% | -$126M | 0.17% | 85 |
|
|
2021
Q4 | $239M | Buy |
371,500
+43,100
| +13% | +$26.6M | 0.4% | 48 |
|
|
2021
Q3 | $177M | Buy |
328,400
+32,300
| +11% | +$17.4M | 0.35% | 49 |
|
|
2021
Q2 | $145M | Buy |
296,100
+62,500
| +27% | +$27.1M | 0.33% | 64 |
|
|
2021
Q1 | $89.5M | Buy |
233,600
+49,200
| +27% | +$18.9M | 0.26% | 81 |
|
|
2020
Q4 | $70M | Buy |
184,400
+50,400
| +38% | +$17.7M | 0.23% | 77 |
|
|
2020
Q3 | $43.7M | Buy |
134,000
+9,800
| +8% | +$3.07M | 0.22% | 81 |
|
|
2020
Q2 | $36.8M | Buy |
124,200
+37,500
| +43% | +$10.3M | 0.24% | 71 |
|
|
2020
Q1 | $19.9M | Sell |
86,700
-43,500
| -33% | -$11.8M | 0.32% | 52 |
|
|
2019
Q4 | $34.1M | Buy |
130,200
+30,500
| +31% | +$7.98M | 0.18% | 121 |
|
|
2019
Q3 | $26.5M | Buy |
99,700
+20,800
| +26% | +$5.72M | 0.18% | 116 |
|
|
2019
Q2 | $20.6M | Buy |
78,900
+38,800
| +97% | +$9.86M | 0.15% | 150 |
|
|
2019
Q1 | $10.5M | Buy |
40,100
+18,600
| +87% | +$4.3M | 0.1% | 202 |
|
|
2018
Q4 | $4.23M | Buy |
21,500
+1,400
| +7% | +$291K | 0.05% | 279 |
|
|
2018
Q3 | $4.57M | Buy |
20,100
+19,200
| +2,133% | +$4.12M | 0.05% | 267 |
|
|
2018
Q2 | $184K | Buy |
+900
| New | +$173K | ﹤0.01% | 588 |
|
Other funds holding INTU
VCM
VPM
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. 2,004 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.
- 2,004 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.