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Dorato Capital Management’s Intuit INTU Stock Holding History

Dorato Capital Management’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 		$167K Buy
608
+165
+37% +$57.5K 0.11% 124
2026
Q1 		$173K Hold
443
– – 0.13% 114
2025
Q4 		$251K Buy
+443
New +$293K 0.19% 98

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Dorato Capital Management's INTU Position: Q2 2026 in Review

Dorato Capital Management increased its Intuit (INTU) stake by 37% in Q2 2026, buying an estimated $57.5K and bringing the position to 608 shares worth $167K. The position accounts for 0.11% of the portfolio, ranked #124.

Dorato Capital Management first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $251K in Q4 2025. 922 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Dorato Capital Management held 608 shares of Intuit worth $167K as of Q2 2026.
  • Dorato Capital Management bought 165 Intuit shares in Q2 2026, an estimated $57.5K.
  • Intuit made up 0.11% of Dorato Capital Management's portfolio in Q2 2026, its #124 holding.
  • Dorato Capital Management first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Intuit position peaked at $251K in Q4 2025.
  • 922 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.