Money Concepts Capital’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
$872K Buy
2,017
+447
+28% +$213K 0.05% 300
2025
Q4
$1.04M Buy
1,570
+105
+7% +$69.4K 0.06% 263
2025
Q3
$1M Buy
1,465
+46
+3% +$33.2K 0.06% 250
2025
Q2
$1.12M Sell
1,419
-91
-6% -$61.6K 0.07% 229
2025
Q1
$927K Buy
1,510
+102
+7% +$61.3K 0.07% 230
2024
Q4
$885K Buy
1,408
+51
+4% +$32.6K 0.07% 228
2024
Q3
$843K Buy
1,357
+49
+4% +$31.3K 0.06% 233
2024
Q2
$859K Buy
1,308
+72
+6% +$44.7K 0.07% 223
2024
Q1
$803K Buy
1,236
+24
+2% +$15.3K 0.07% 227
2023
Q4
$758K Sell
1,212
-55
-4% -$30.3K 0.07% 226
2023
Q3
$648K Buy
1,267
+26
+2% +$13.2K 0.07% 228
2023
Q2
$569K Buy
+1,241
New +$543K 0.06% 241
2023
Q1
Sell
-280
Closed -$109K 1689
2022
Q4
$109K Buy
280
+96
+52% +$38.1K ﹤0.01% 935
2022
Q3
$71K Buy
184
+3
+2% +$1.3K ﹤0.01% 634
2022
Q2
$70K Sell
181
-1,925
-91% -$797K 0.01% 646
2022
Q1
$1.01M Buy
2,106
+76
+4% +$38.9K 0.06% 297
2021
Q4
$1.31M Buy
+2,030
New +$1.25M 0.11% 185

Other funds holding INTU

Money Concepts Capital's INTU Position: Q1 2026 in Review

Money Concepts Capital increased its Intuit (INTU) stake by 28% in Q1 2026, buying an estimated $213K and bringing the position to 2,017 shares worth $872K. The position accounts for 0.05% of the portfolio, ranked #300.

Money Concepts Capital first reported a position in INTU in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.31M in Q4 2021. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Money Concepts Capital held 2,017 shares of Intuit worth $872K as of Q1 2026.
  • Money Concepts Capital bought 447 Intuit shares in Q1 2026, an estimated $213K.
  • Intuit made up 0.05% of Money Concepts Capital's portfolio in Q1 2026, its #300 holding.
  • Money Concepts Capital first reported a position in Intuit in Q4 2021 and has held it in 17 quarters since.
  • Money Concepts Capital's Intuit position peaked at $1.31M in Q4 2021.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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