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Fidelis Capital Partners’s Intuit INTU Stock Holding History

Fidelis Capital Partners’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 		$418K Sell
1,603
-80
-5% -$27.9K 0.02% 369
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

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 $3.38T AUM 44.17% 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

Fidelis Capital Partners's INTU Position: Q2 2026 in Review

Fidelis Capital Partners reduced its Intuit (INTU) stake by 4.8% in Q2 2026, selling an estimated $27.9K and leaving 1,603 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #369.

Fidelis Capital Partners first reported a position in INTU in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.52M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Fidelis Capital Partners held 1,603 shares of Intuit worth $418K as of Q2 2026.
  • Fidelis Capital Partners sold 80 Intuit shares in Q2 2026, an estimated $27.9K.
  • Intuit made up 0.02% of Fidelis Capital Partners's portfolio in Q2 2026, its #369 holding.
  • Fidelis Capital Partners first reported a position in Intuit in Q4 2022 and has held it in 15 quarters since.
  • Fidelis Capital Partners's Intuit position peaked at $1.52M in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.