CAPTRUST Financial 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 | $40.3M | Buy |
93,238
+10,571
| +13% | +$5.04M | 0.07% | 228 |
|
|
2025
Q4 | $54.8M | Sell |
82,667
-8,450
| -9% | -$5.58M | 0.1% | 175 |
|
|
2025
Q3 | $62.2M | Buy |
91,117
+8,923
| +11% | +$6.43M | 0.13% | 147 |
|
|
2025
Q2 | $64.7M | Buy |
82,194
+4,896
| +6% | +$3.31M | 0.14% | 132 |
|
|
2025
Q1 | $47.5M | Buy |
77,298
+12,453
| +19% | +$7.48M | 0.12% | 160 |
|
|
2024
Q4 | $40.8M | Sell |
64,845
-51
| -0.1% | -$32.6K | 0.12% | 154 |
|
|
2024
Q3 | $40.3M | Buy |
64,896
+4,184
| +7% | +$2.67M | 0.12% | 151 |
|
|
2024
Q2 | $39.9M | Buy |
60,712
+3,066
| +5% | +$1.9M | 0.13% | 138 |
|
|
2024
Q1 | $37.5M | Buy |
57,646
+2,614
| +5% | +$1.67M | 0.14% | 138 |
|
|
2023
Q4 | $34.4M | Sell |
55,032
-341
| -0.6% | -$188K | 0.12% | 155 |
|
|
2023
Q3 | $28.3M | Buy |
55,373
+4,251
| +8% | +$2.15M | 0.11% | 160 |
|
|
2023
Q2 | $23.4M | Buy |
51,122
+2,155
| +4% | +$944K | 0.09% | 181 |
|
|
2023
Q1 | $21.8M | Buy |
48,967
+686
| +1% | +$282K | 0.1% | 180 |
|
|
2022
Q4 | $18.8M | Buy |
48,281
+2,156
| +5% | +$855K | 0.09% | 193 |
|
|
2022
Q3 | $17.9M | Buy |
46,125
+1,854
| +4% | +$801K | 0.1% | 181 |
|
|
2022
Q2 | $17.1M | Buy |
44,271
+858
| +2% | +$355K | 0.11% | 176 |
|
|
2022
Q1 | $20.9M | Buy |
43,413
+3,299
| +8% | +$1.69M | 0.14% | 161 |
|
|
2021
Q4 | $25.8M | Sell |
40,114
-1,166
| -3% | -$720K | 0.18% | 134 |
|
|
2021
Q3 | $22.3M | Sell |
41,280
-2,039
| -5% | -$1.1M | 0.19% | 134 |
|
|
2021
Q2 | $21.2M | Sell |
43,319
-137
| -0.3% | -$59.4K | 0.2% | 124 |
|
|
2021
Q1 | $16.6M | Buy |
43,456
+3,958
| +10% | +$1.52M | 0.18% | 127 |
|
|
2020
Q4 | $15M | Buy |
39,498
+2,708
| +7% | +$951K | 0.2% | 120 |
|
|
2020
Q3 | $12.2M | Sell |
36,790
-1,088
| -3% | -$340K | 0.2% | 127 |
|
|
2020
Q2 | $11.5M | Buy |
37,878
+231
| +0.6% | +$63.4K | 0.19% | 129 |
|
|
2020
Q1 | $8.21M | Buy |
37,647
+2,398
| +7% | +$649K | 0.18% | 135 |
|
|
2019
Q4 | $9.38M | Buy |
35,249
+34,877
| +9,376% | +$9.12M | 0.15% | 155 |
|
|
2019
Q3 | $99K | Buy |
372
+4
| +1% | +$1.1K | ﹤0.01% | 779 |
|
|
2019
Q2 | $96K | Buy |
368
+2
| +0.5% | +$508 | ﹤0.01% | 776 |
|
|
2019
Q1 | $96K | Sell |
366
-103
| -22% | -$23.8K | ﹤0.01% | 712 |
|
|
2018
Q4 | $92K | Buy |
469
+71
| +18% | +$14.8K | ﹤0.01% | 612 |
|
|
2018
Q3 | $91K | Sell |
398
-963
| -71% | -$207K | ﹤0.01% | 629 |
|
|
2018
Q2 | $278K | Buy |
1,361
+53
| +4% | +$10.2K | 0.02% | 310 |
|
|
2018
Q1 | $222K | Buy |
1,308
+309
| +31% | +$52K | 0.01% | 308 |
|
|
2017
Q4 | $158K | Buy |
+999
| New | +$152K | 0.01% | 363 |
|
Other funds holding INTU
VCM
VPM
CAPTRUST Financial Advisors's INTU Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its Intuit (INTU) stake by 13% in Q1 2026, buying an estimated $5.04M and bringing the position to 93,238 shares worth $40.3M. The position accounts for 0.07% of the portfolio, ranked #228.
CAPTRUST Financial Advisors first reported a position in INTU in Q4 2017 and has held it in 34 quarters since. The position peaked at $64.7M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- CAPTRUST Financial Advisors held 93,238 shares of Intuit worth $40.3M as of Q1 2026.
- CAPTRUST Financial Advisors bought 10,571 Intuit shares in Q1 2026, an estimated $5.04M.
- Intuit made up 0.07% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #228 holding.
- CAPTRUST Financial Advisors first reported a position in Intuit in Q4 2017 and has held it in 34 quarters since.
- CAPTRUST Financial Advisors's Intuit position peaked at $64.7M in Q2 2025.
- 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.