Providence Capital Advisors’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
$5.49M Buy
12,707
+5,803
+84% +$2.77M 0.9% 50
2025
Q4
$4.57M Buy
+6,904
New +$4.56M 0.77% 52
2024
Q4
Sell
-19
Closed -$11.8K 215
2024
Q3
$11.8K Hold
19
﹤0.01% 248
2024
Q2
$12.5K Hold
19
﹤0.01% 233
2024
Q1
$12.3K Sell
19
-125
-87% -$79.8K ﹤0.01% 233
2023
Q4
$90K Buy
144
+125
+658% +$68.9K 0.02% 135
2023
Q3
$9.71K Hold
19
﹤0.01% 236
2023
Q2
$8.71K Buy
+19
New +$8.32K ﹤0.01% 229

Other funds holding INTU

Providence Capital Advisors's INTU Position: Q1 2026 in Review

Providence Capital Advisors increased its Intuit (INTU) stake by 84% in Q1 2026, buying an estimated $2.77M and bringing the position to 12,707 shares worth $5.49M. The position accounts for 0.9% of the portfolio, ranked #50.

Providence Capital Advisors first reported a position in INTU in Q2 2023 and has held it in 8 quarters since. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Providence Capital Advisors held 12,707 shares of Intuit worth $5.49M as of Q1 2026.
  • Providence Capital Advisors bought 5,803 Intuit shares in Q1 2026, an estimated $2.77M.
  • Intuit made up 0.9% of Providence Capital Advisors's portfolio in Q1 2026, its #50 holding.
  • Providence Capital Advisors first reported a position in Intuit in Q2 2023 and has held it in 8 quarters since.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Providence Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.