Kathmere Capital Management
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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
Q3 		$333K Buy
1,206
+435
+56% +$137K 0.02% 524
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% +$4.56K 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 $45.5B AUM 15.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Kathmere Capital Management's INTU Position: Q3 2026 in Review

Kathmere Capital Management increased its Intuit (INTU) stake by 56% in Q3 2026, buying an estimated $137K and bringing the position to 1,206 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #524.

Kathmere Capital Management first reported a position in INTU in Q3 2020 and has held it in 16 quarters since. The position peaked at $699K in Q2 2025. 896 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Kathmere Capital Management held 1,206 shares of Intuit worth $333K as of Q3 2026.
  • Kathmere Capital Management bought 435 Intuit shares in Q3 2026, an estimated $137K.
  • Intuit made up 0.02% of Kathmere Capital Management's portfolio in Q3 2026, its #524 holding.
  • Kathmere Capital Management first reported a position in Intuit in Q3 2020 and has held it in 16 quarters since.
  • Kathmere Capital Management's Intuit position peaked at $699K in Q2 2025.
  • 896 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.