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Kathmere Capital Management’s Intuit INTU Stock Holding History

Kathmere 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 		$201K Sell
771
-287
-27% -$100K 0.01% 644
2026
Q1 		$457K Buy
1,058
+215
+26% +$103K 0.03% 372
2025
Q4 		$558K Buy
843
+193
+30% +$128K 0.04% 292
2025
Q3 		$444K Sell
650
-238
-27% -$172K 0.03% 314
2025
Q2 		$699K Buy
888
+396
+80% +$268K 0.05% 220
2025
Q1 		$302K Buy
492
+54
+12% +$32.4K 0.03% 323
2024
Q4 		$275K Sell
438
-48
-10% -$30.7K 0.02% 325
2024
Q3 		$302K Buy
486
+50
+11% +$31.9K 0.03% 288
2024
Q2 		$287K Buy
436
+38
+10% +$23.6K 0.03% 270
2024
Q1 		$259K Buy
398
+55
+16% +$35.1K 0.03% 253
2023
Q4 		$214K Buy
+343
New +$189K 0.03% 263
2022
Q1 		– Sell
-325
Closed -$209K – 166
2021
Q4 		$209K Sell
325
-62
-16% -$38.3K 0.04% 133
2021
Q3 		$209K Buy
+387
New +$209K 0.04% 139
2021
Q1 		– Sell
-320
Closed -$122K – 268
2020
Q4 		$122K Buy
320
+13
+4% +$4.57K 0.03% 175
2020
Q3 		$100K Buy
+307
New +$96.1K 0.02% 178

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Kathmere Capital Management reduced its Intuit (INTU) stake by 27% in Q2 2026, selling an estimated $100K and leaving 771 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #644.

Kathmere Capital Management first reported a position in INTU in Q3 2020 and has held it in 15 quarters since. The position peaked at $699K in Q2 2025. 665 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Kathmere Capital Management held 771 shares of Intuit worth $201K as of Q2 2026.
  • Kathmere Capital Management sold 287 Intuit shares in Q2 2026, an estimated $100K.
  • Intuit made up 0.01% of Kathmere Capital Management's portfolio in Q2 2026, its #644 holding.
  • Kathmere Capital Management first reported a position in Intuit in Q3 2020 and has held it in 15 quarters since.
  • Kathmere Capital Management's Intuit position peaked at $699K in Q2 2025.
  • 665 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.