Trifecta Capital Advisors’s Intuit INTU Stock Holding History

Trifecta 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	$9.51K	Hold	22	–	–	﹤0.01%	231
2025 Q4	$14.6K	Sell	22 -9	-29%	-$5.95K	﹤0.01%	210
2025 Q3	$21.2K	Buy	31 +22	+244%	+$15.9K	﹤0.01%	205
2025 Q2	$7.09K	Hold	9	–	–	﹤0.01%	250
2025 Q1	$5.53K	Sell	9 -35	-80%	-$21K	﹤0.01%	237
2024 Q4	$27.7K	Sell	44 -15	-25%	-$9.59K	0.01%	171
2024 Q3	$36.6K	Hold	59	–	–	0.01%	161
2024 Q2	$38.8K	Buy	59 +35	+146%	+$21.7K	0.01%	156
2024 Q1	$15.6K	Hold	24	–	–	﹤0.01%	186
2023 Q4	$15K	Buy	24 +15	+167%	+$8.27K	﹤0.01%	188
2023 Q3	$4.6K	Hold	9	–	–	﹤0.01%	241
2023 Q2	$4.12K	Hold	9	–	–	﹤0.01%	233
2023 Q1	$4.01K	Hold	9	–	–	﹤0.01%	234
2022 Q4	$3.5K	Buy	+9	New	+$3.57K	﹤0.01%	246

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Trifecta Capital Advisors held its Intuit (INTU) position steady in Q1 2026 at 22 shares worth $9.51K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Trifecta Capital Advisors first reported a position in INTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $38.8K in Q2 2024. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Trifecta Capital Advisors held 22 shares of Intuit worth $9.51K as of Q1 2026.
Trifecta Capital Advisors left its Intuit share count unchanged in Q1 2026.
Intuit made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q1 2026, its #231 holding.
Trifecta Capital Advisors first reported a position in Intuit in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Intuit position peaked at $38.8K in Q2 2024.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.