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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
Q2 		– Sell
-472
Closed -$204K – 195
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 $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 $3.37T AUM 44.26% 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

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

Purkiss Capital Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 472 shares — an estimated $204K sold.

Purkiss Capital Advisors first reported a position in INTU in Q4 2024 and held it in 6 quarters. The position peaked at $355K in Q2 2025. 1,748 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Purkiss Capital Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Purkiss Capital Advisors sold 472 Intuit shares in Q2 2026, an estimated $204K.
  • Purkiss Capital Advisors first reported a position in Intuit in Q4 2024 and held it in 6 quarters.
  • Purkiss Capital Advisors's Intuit position peaked at $355K in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.