Elevated Capital Advisors’s Intuit INTU Stock Holding History

Elevated 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	$1.6M	Buy	3,692 +2,789	+309%	+$1.33M	0.4%	60
2025 Q4	$598K	Sell	903 -168	-16%	-$111K	0.14%	179
2025 Q3	$732K	Sell	1,071 -303	-22%	-$218K	0.18%	154
2025 Q2	$844K	Hold	1,374	–	–	0.24%	124
2025 Q1	$844K	Sell	1,374 -43	-3%	-$25.8K	0.24%	124
2024 Q4	$891K	Sell	1,417 -62	-4%	-$39.6K	0.24%	119
2024 Q3	$918K	Buy	1,479 +30	+2%	+$19.1K	0.24%	119
2024 Q2	$952K	Buy	1,449 +121	+9%	+$75.1K	0.27%	98
2024 Q1	$863K	Buy	1,328 +27	+2%	+$17.2K	0.25%	100
2023 Q4	$813K	Buy	1,301 +23	+2%	+$12.7K	0.25%	102
2023 Q3	$653K	Sell	1,278 -22	-2%	-$11.1K	0.22%	106
2023 Q2	$596K	Buy	1,300 +75	+6%	+$32.8K	0.2%	120
2023 Q1	$546K	Buy	1,225 +22	+2%	+$9.03K	0.2%	118
2022 Q4	$468K	Sell	1,203 -1,740	-59%	-$690K	0.18%	118
2022 Q3	$1.14M	Buy	+2,943	New	+$1.27M	0.45%	81
2022 Q1	$1.43M	Buy	+2,972	New	+$1.52M	0.47%	68
2021 Q3	$1.61M	Buy	+2,986	New	+$1.61M	0.56%	49

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Elevated Capital Advisors increased its Intuit (INTU) stake by 309% in Q1 2026, buying an estimated $1.33M and bringing the position to 3,692 shares worth $1.6M. The position accounts for 0.4% of the portfolio, ranked #60.

Elevated Capital Advisors first reported a position in INTU in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.61M in Q3 2021. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Elevated Capital Advisors held 3,692 shares of Intuit worth $1.6M as of Q1 2026.
Elevated Capital Advisors bought 2,789 Intuit shares in Q1 2026, an estimated $1.33M.
Intuit made up 0.4% of Elevated Capital Advisors's portfolio in Q1 2026, its #60 holding.
Elevated Capital Advisors first reported a position in Intuit in Q3 2021 and has held it in 17 quarters since.
Elevated Capital Advisors's Intuit position peaked at $1.61M in Q3 2021.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.