Fidelis Capital Partners’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
$728K Sell
1,683
-385
-19% -$184K 0.05% 261
2025
Q4
$1.37M Buy
2,068
+100
+5% +$66.1K 0.1% 162
2025
Q3
$1.34M Buy
1,968
+21
+1% +$15.1K 0.11% 159
2025
Q2
$1.52M Buy
1,947
+117
+6% +$79.2K 0.14% 129
2025
Q1
$1.14M Buy
1,830
+114
+7% +$68.5K 0.12% 140
2024
Q4
$1.03M Buy
1,716
+222
+15% +$142K 0.1% 165
2024
Q3
$899K Buy
1,494
+126
+9% +$80.4K 0.11% 163
2024
Q2
$834K Sell
1,368
-123
-8% -$76.3K 0.12% 152
2024
Q1
$969K Sell
1,491
-120
-7% -$76.6K 0.15% 132
2023
Q4
$1.01M Buy
1,611
+183
+13% +$101K 0.22% 92
2023
Q3
$730K Sell
1,428
-5
-0.3% -$2.53K 0.25% 95
2023
Q2
$657K Buy
1,433
+101
+8% +$44.2K 0.24% 101
2023
Q1
$567K Buy
1,332
+634
+91% +$260K 0.24% 104
2022
Q4
$276K Buy
+698
New +$277K 0.33% 86

Other funds holding INTU

Fidelis Capital Partners's INTU Position: Q1 2026 in Review

Fidelis Capital Partners reduced its Intuit (INTU) stake by 19% in Q1 2026, selling an estimated $184K and leaving 1,683 shares worth $728K. The position accounts for 0.05% of the portfolio, ranked #261.

Fidelis Capital Partners first reported a position in INTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.52M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Fidelis Capital Partners held 1,683 shares of Intuit worth $728K as of Q1 2026.
  • Fidelis Capital Partners sold 385 Intuit shares in Q1 2026, an estimated $184K.
  • Intuit made up 0.05% of Fidelis Capital Partners's portfolio in Q1 2026, its #261 holding.
  • Fidelis Capital Partners first reported a position in Intuit in Q4 2022 and has held it in 14 quarters since.
  • Fidelis Capital Partners's Intuit position peaked at $1.52M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.