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Money Concepts Capital’s Intuit INTU Stock Holding History

Money Concepts Capital’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 		$877K Buy
3,360
+1,343
+67% +$468K 0.04% 328
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

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

Money Concepts Capital's INTU Position: Q2 2026 in Review

Money Concepts Capital increased its Intuit (INTU) stake by 67% in Q2 2026, buying an estimated $468K and bringing the position to 3,360 shares worth $877K. The position accounts for 0.04% of the portfolio, ranked #328.

Money Concepts Capital first reported a position in INTU in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.31M in Q4 2021. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Money Concepts Capital held 3,360 shares of Intuit worth $877K as of Q2 2026.
  • Money Concepts Capital bought 1,343 Intuit shares in Q2 2026, an estimated $468K.
  • Intuit made up 0.04% of Money Concepts Capital's portfolio in Q2 2026, its #328 holding.
  • Money Concepts Capital first reported a position in Intuit in Q4 2021 and has held it in 18 quarters since.
  • Money Concepts Capital's Intuit position peaked at $1.31M in Q4 2021.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.