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Regatta Capital Group’s Intuit INTU Stock Holding History

Regatta Capital Group’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
-1,612
Closed -$697K – 232
2026
Q1 		$697K Sell
1,612
-95
-6% -$45.3K 0.11% 113
2025
Q4 		$1.13M Sell
1,707
-7
-0.4% -$4.63K 0.17% 84
2025
Q3 		$1.17M Buy
1,714
+48
+3% +$34.6K 0.18% 82
2025
Q2 		$1.31M Buy
1,666
+47
+3% +$31.8K 0.23% 74
2025
Q1 		$994K Buy
1,619
+35
+2% +$21K 0.19% 82
2024
Q4 		$996K Buy
1,584
+13
+0.8% +$8.31K 0.19% 81
2024
Q3 		$976K Buy
1,571
+25
+2% +$16K 0.19% 82
2024
Q2 		$1.02M Buy
1,546
+47
+3% +$29.2K 0.22% 75
2024
Q1 		$974K Buy
1,499
+39
+3% +$24.9K 0.22% 76
2023
Q4 		$913K Buy
1,460
+201
+16% +$111K 0.24% 73
2023
Q3 		$643K Buy
+1,259
New +$637K 0.2% 83

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

Regatta Capital Group's INTU Position: Q2 2026 in Review

Regatta Capital Group sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,612 shares — an estimated $697K sold.

Regatta Capital Group first reported a position in INTU in Q3 2023 and held it in 11 quarters. The position peaked at $1.31M in Q2 2025. 1,743 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Regatta Capital Group reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Regatta Capital Group sold 1,612 Intuit shares in Q2 2026, an estimated $697K.
  • Regatta Capital Group first reported a position in Intuit in Q3 2023 and held it in 11 quarters.
  • Regatta Capital Group's Intuit position peaked at $1.31M in Q2 2025.
  • 1,743 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.