Private Capital Advisors’s Intuit INTU Stock Holding History

Private 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	$1.12M	Hold	4,300	–	–	0.1%	39
2026 Q1	$1.86M	Hold	4,300	–	–	0.21%	34
2025 Q4	$2.85M	Sell	4,300 -1,850	-30%	-$1.22M	0.29%	33
2025 Q3	$4.2M	Hold	6,150	–	–	0.47%	27
2025 Q2	$4.84M	Hold	6,150	–	–	0.59%	25
2025 Q1	$3.78M	Hold	6,150	–	–	0.45%	28
2024 Q4	$3.87M	Hold	6,150	–	–	0.46%	28
2024 Q3	$3.82M	Hold	6,150	–	–	0.42%	31
2024 Q2	$4.04M	Hold	6,150	–	–	0.45%	32
2024 Q1	$4M	Hold	6,150	–	–	0.5%	31
2023 Q4	$3.84M	Hold	6,150	–	–	0.59%	32
2023 Q3	$3.04M	Hold	6,150	–	–	0.47%	31
2023 Q2	$2.82M	Hold	6,150	–	–	0.46%	31
2023 Q1	$2.74M	Hold	6,150	–	–	0.52%	30
2022 Q4	$2.39M	Hold	6,150	–	–	0.41%	32
2022 Q3	$2.38M	Hold	6,150	–	–	0.41%	35
2022 Q2	$2.37M	Hold	6,150	–	–	0.4%	37
2022 Q1	$2.96M	Hold	6,150	–	–	0.43%	42
2021 Q4	$3.96M	Hold	6,150	–	–	0.63%	32
2021 Q3	$3.32M	Hold	6,150	–	–	0.55%	38
2021 Q2	$3.02M	Hold	6,150	–	–	0.51%	38
2021 Q1	$2.36M	Hold	6,150	–	–	0.44%	41
2020 Q4	$2.34M	Hold	6,150	–	–	0.47%	37
2020 Q3	$2.01M	Hold	6,150	–	–	0.47%	40
2020 Q2	$1.82M	Hold	6,150	–	–	0.47%	34
2020 Q1	$1.41M	Hold	6,150	–	–	0.45%	35
2019 Q4	$1.61M	Hold	6,150	–	–	0.4%	41
2019 Q3	$1.64M	Hold	6,150	–	–	0.45%	42
2019 Q2	$1.61M	Hold	6,150	–	–	0.45%	43
2019 Q1	$1.61M	Hold	6,150	–	–	0.49%	43
2018 Q4	$1.21M	Hold	6,150	–	–	0.43%	42
2018 Q3	$1.4M	Hold	6,150	–	–	0.39%	49
2018 Q2	$1.26M	Hold	6,150	–	–	0.39%	49
2018 Q1	$1.07M	Hold	6,150	–	–	0.36%	50
2017 Q4	$970K	Hold	6,150	–	–	0.34%	53
2017 Q3	$874K	Hold	6,150	–	–	0.3%	56
2017 Q2	$817K	Hold	6,150	–	–	0.26%	72
2017 Q1	$713K	Hold	6,150	–	–	0.23%	76
2016 Q4	$705K	Hold	6,150	–	–	0.24%	74
2016 Q3	$677K	Hold	6,150	–	–	0.24%	74
2016 Q2	$686K	Hold	6,150	–	–	0.26%	70
2016 Q1	$640K	Hold	6,150	–	–	0.29%	71
2015 Q4	$593K	Hold	6,150	–	–	0.26%	72
2015 Q3	$546K	Hold	6,150	–	–	0.23%	82
2015 Q2	$620K	Hold	6,150	–	–	0.2%	92
2015 Q1	$596K	Hold	6,150	–	–	0.22%	82
2014 Q4	$567K	Hold	6,150	–	–	0.21%	80
2014 Q3	$539K	Hold	6,150	–	–	0.17%	89
2014 Q2	$495K	Hold	6,150	–	–	0.16%	88
2014 Q1	$478K	Hold	6,150	–	–	0.18%	79
2013 Q4	$469K	Hold	6,150	–	–	0.16%	86
2013 Q3	$408K	Hold	6,150	–	–	0.15%	89
2013 Q2	$375K	Buy	+6,150	New	+$372K	0.14%	92

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

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

Private Capital Advisors held its Intuit (INTU) position steady in Q2 2026 at 4,300 shares worth $1.12M. The position accounts for 0.1% of the portfolio, ranked #39.

Private Capital Advisors first reported a position in INTU in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.84M in Q2 2025. 464 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Private Capital Advisors held 4,300 shares of Intuit worth $1.12M as of Q2 2026.
Private Capital Advisors left its Intuit share count unchanged in Q2 2026.
Intuit made up 0.1% of Private Capital Advisors's portfolio in Q2 2026, its #39 holding.
Private Capital Advisors first reported a position in Intuit in Q2 2013 and has held it in 53 quarters since.
Private Capital Advisors's Intuit position peaked at $4.84M in Q2 2025.
464 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Private Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.