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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
Q2 		$772K Sell
2,959
-733
-20% -$255K 0.21% 96
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Elevated Capital Advisors's INTU Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Intuit (INTU) stake by 20% in Q2 2026, selling an estimated $255K and leaving 2,959 shares worth $772K. The position accounts for 0.21% of the portfolio, ranked #96.

Elevated Capital Advisors first reported a position in INTU in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.61M in Q3 2021. 1,750 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Elevated Capital Advisors held 2,959 shares of Intuit worth $772K as of Q2 2026.
  • Elevated Capital Advisors sold 733 Intuit shares in Q2 2026, an estimated $255K.
  • Intuit made up 0.21% of Elevated Capital Advisors's portfolio in Q2 2026, its #96 holding.
  • Elevated Capital Advisors first reported a position in Intuit in Q3 2021 and has held it in 18 quarters since.
  • Elevated Capital Advisors's Intuit position peaked at $1.61M in Q3 2021.
  • 1,750 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.