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DSG Capital Advisors’s Intuit INTU Stock Holding History

DSG Capital 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 		– Sell
-376
Closed -$209K – 126
2025
Q4 		$209K Hold
376
– – 0.03% 119
2025
Q3 		$257K Buy
376
+1
+0.3% +$721 0.04% 114
2025
Q2 		$295K Hold
375
– – 0.05% 108
2025
Q1 		$230K Sell
375
-10
-3% -$6K 0.05% 115
2024
Q4 		$242K Buy
+385
New +$246K 0.04% 115

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

DSG Capital Advisors's INTU Position: Q1 2026 in Review

DSG Capital Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 376 shares — an estimated $209K sold.

DSG Capital Advisors first reported a position in INTU in Q4 2024 and held it in 5 quarters. The position peaked at $295K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • DSG Capital Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • DSG Capital Advisors sold 376 Intuit shares in Q1 2026, an estimated $209K.
  • DSG Capital Advisors first reported a position in Intuit in Q4 2024 and held it in 5 quarters.
  • DSG Capital Advisors's Intuit position peaked at $295K in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on DSG Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.