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Transcend Capital Advisors’s Intuit INTU Stock Holding History

Transcend 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 		$1.03M Buy
2,385
+446
+23% +$213K 0.08% 229
2025
Q4 		$1.28M Sell
1,939
-103
-5% -$68.1K 0.1% 191
2025
Q3 		$1.39M Sell
2,042
-154
-7% -$111K 0.1% 187
2025
Q2 		$1.73M Buy
2,196
+270
+14% +$183K 0.13% 161
2025
Q1 		$1.18M Buy
1,926
+188
+11% +$113K 0.08% 226
2024
Q4 		$1.09M Sell
1,738
-24
-1% -$15.3K 0.08% 229
2024
Q3 		$1.09M Sell
1,762
-174
-9% -$111K 0.07% 250
2024
Q2 		$1.27M Buy
1,936
+1,471
+316% +$912K 0.09% 219
2024
Q1 		$302K Buy
465
+71
+18% +$45.3K 0.02% 411
2023
Q4 		$246K Buy
+394
New +$217K 0.02% 422
2022
Q1 		– Sell
-346
Closed -$223K – 530
2021
Q4 		$223K Buy
+346
New +$214K 0.02% 437

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

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

Transcend Capital Advisors increased its Intuit (INTU) stake by 23% in Q1 2026, buying an estimated $213K and bringing the position to 2,385 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #229.

Transcend Capital Advisors first reported a position in INTU in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.73M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Transcend Capital Advisors held 2,385 shares of Intuit worth $1.03M as of Q1 2026.
  • Transcend Capital Advisors bought 446 Intuit shares in Q1 2026, an estimated $213K.
  • Intuit made up 0.08% of Transcend Capital Advisors's portfolio in Q1 2026, its #229 holding.
  • Transcend Capital Advisors first reported a position in Intuit in Q4 2021 and has held it in 11 quarters since.
  • Transcend Capital Advisors's Intuit position peaked at $1.73M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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