Capital Planning Advisors, LLC
- SEC CIK
- 0001631941
- Latest filing
- May 14, 2026
INTU holding history
Intuit Inc. in every 13F filed by Capital Planning Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
INTU overviewAll 13F holders of INTUFull Q1 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 11
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −2,447−100.0% | Sold out | Holders |
| Q4 2025 | 2,447 | $1.62M | 0.2% | −59−2.4% | Reduced | Holders |
| Q3 2025 | 2,506 | $1.71M | 0.2% | +271+12.1% | Added | Holders |
| Q2 2025 | 2,235 | $1.76M | 0.3% | −101−4.3% | Reduced | Holders |
| Q1 2025 | 2,336 | $1.43M | 0.2% | −77−3.2% | Reduced | Holders |
| Q4 2024 | 2,413 | $1.52M | 0.2% | +244+11.2% | Added | Holders |
| Q3 2024 | 2,169 | $1.35M | 0.2% | +65+3.1% | Added | Holders |
| Q2 2024 | 2,104 | $1.38M | 0.2% | +167+8.6% | Added | Holders |
| Q1 2024 | 1,937 | $1.26M | 0.2% | +50+2.6% | Added | Holders |
| Q4 2023 | 1,887 | $1.18M | 0.2% | +314+20.0% | Added | Holders |
| Q3 2023 | 1,573 | $803.7K | 0.2% | +1,573 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −359−100.0% | Sold out | Holders |
| Q4 2021 | 359 | $231.0K | <0.1% | +359 | New | Holders |