TCA
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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
Q2 		$238K Sell
911
-1,474
-62% -$513K 0.02% 710
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 $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 $3.38T AUM 44.17% 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

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

Transcend Capital Advisors reduced its Intuit (INTU) stake by 62% in Q2 2026, selling an estimated $513K and leaving 911 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #710.

Transcend Capital Advisors first reported a position in INTU in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.73M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Transcend Capital Advisors held 911 shares of Intuit worth $238K as of Q2 2026.
  • Transcend Capital Advisors sold 1,474 Intuit shares in Q2 2026, an estimated $513K.
  • Intuit made up 0.02% of Transcend Capital Advisors's portfolio in Q2 2026, its #710 holding.
  • Transcend Capital Advisors first reported a position in Intuit in Q4 2021 and has held it in 12 quarters since.
  • Transcend Capital Advisors's Intuit position peaked at $1.73M in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.