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Purkiss Capital Advisors’s Intuit INTU Stock Holding History

Purkiss 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
Q1 		$204K Hold
472
– – 0.09% 165
2025
Q4 		$313K Hold
472
– – 0.15% 120
2025
Q3 		$322K Buy
472
+21
+5% +$15.1K 0.15% 116
2025
Q2 		$355K Buy
451
+10
+2% +$6.77K 0.2% 91
2025
Q1 		$271K Hold
441
– – 0.2% 83
2024
Q4 		$277K Buy
+441
New +$282K 0.24% 75

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Purkiss Capital Advisors held its Intuit (INTU) position steady in Q1 2026 at 472 shares worth $204K. The position accounts for 0.09% of the portfolio, ranked #165.

Purkiss Capital Advisors first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $355K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Purkiss Capital Advisors held 472 shares of Intuit worth $204K as of Q1 2026.
  • Purkiss Capital Advisors left its Intuit share count unchanged in Q1 2026.
  • Intuit made up 0.09% of Purkiss Capital Advisors's portfolio in Q1 2026, its #165 holding.
  • Purkiss Capital Advisors first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • Purkiss Capital Advisors's Intuit position peaked at $355K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Purkiss Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.