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 Q2	$6K	Buy	23 +1	+5%	+$348	﹤0.01%	267
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Trifecta Capital Advisors increased its Intuit (INTU) stake by 4.5% in Q2 2026, buying an estimated $348 and bringing the position to 23 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Trifecta Capital Advisors first reported a position in INTU in Q4 2022 and has held it in 15 quarters since. The position peaked at $38.8K in Q2 2024. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Trifecta Capital Advisors held 23 shares of Intuit worth $6K as of Q2 2026.
Trifecta Capital Advisors bought 1 Intuit share in Q2 2026, an estimated $348.
Intuit made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #267 holding.
Trifecta Capital Advisors first reported a position in Intuit in Q4 2022 and has held it in 15 quarters since.
Trifecta Capital Advisors's Intuit position peaked at $38.8K in Q2 2024.
1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.