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KCM Investment Advisors’s Intuit INTU Stock Holding History

KCM Investment 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
Q1 		$368K Sell
852
-30
-3% -$14.3K 0.01% 311
2025
Q4 		$584K Buy
882
+18
+2% +$11.9K 0.02% 257
2025
Q3 		$590K Buy
864
+47
+6% +$33.9K 0.02% 255
2025
Q2 		$643K Buy
817
+81
+11% +$54.8K 0.02% 249
2025
Q1 		$452K Sell
736
-3
-0.4% -$1.8K 0.02% 266
2024
Q4 		$464K Buy
739
+12
+2% +$7.67K 0.02% 263
2024
Q3 		$451K Buy
727
+11
+2% +$7.02K 0.02% 274
2024
Q2 		$470K Hold
716
– – 0.02% 262
2024
Q1 		$465K Buy
716
+59
+9% +$37.7K 0.02% 265
2023
Q4 		$410K Sell
657
-18
-3% -$9.93K 0.02% 270
2023
Q3 		$345K Hold
675
– – 0.01% 287
2023
Q2 		$309K Sell
675
-39
-5% -$17.1K 0.01% 327
2023
Q1 		$318K Buy
714
+133
+23% +$54.6K 0.01% 334
2022
Q4 		$226K Buy
581
+4
+0.7% +$1.59K 0.01% 372
2022
Q3 		$223K Buy
577
+7
+1% +$3.02K 0.01% 353
2022
Q2 		$220K Sell
570
-329
-37% -$136K 0.01% 368
2022
Q1 		$432K Sell
899
-27
-3% -$13.8K 0.02% 310
2021
Q4 		$595K Buy
926
+27
+3% +$16.7K 0.02% 267
2021
Q3 		$485K Hold
899
– – 0.02% 274
2021
Q2 		$440K Hold
899
– – 0.02% 282
2021
Q1 		$344K Buy
899
+140
+18% +$53.9K 0.02% 295
2020
Q4 		$288K Sell
759
-16
-2% -$5.62K 0.01% 294
2020
Q3 		$253K Hold
775
– – 0.01% 281
2020
Q2 		$230K Buy
+775
New +$213K 0.01% 306
2020
Q1 		– Sell
-775
Closed -$203K – 322
2019
Q4 		$203K Buy
+775
New +$203K 0.01% 335
2016
Q1 		– Sell
-2,621
Closed -$253K – 523
2015
Q4 		$253K Hold
2,621
– – 0.02% 451
2015
Q3 		$233K Sell
2,621
-116
-4% -$11.3K 0.02% 466
2015
Q2 		$276K Buy
+2,737
New +$279K 0.02% 454

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

KCM Investment Advisors's INTU Position: Q1 2026 in Review

KCM Investment Advisors reduced its Intuit (INTU) stake by 3.4% in Q1 2026, selling an estimated $14.3K and leaving 852 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #311.

KCM Investment Advisors first reported a position in INTU in Q2 2015 and has held it in 28 quarters since. The position peaked at $643K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • KCM Investment Advisors held 852 shares of Intuit worth $368K as of Q1 2026.
  • KCM Investment Advisors sold 30 Intuit shares in Q1 2026, an estimated $14.3K.
  • Intuit made up 0.01% of KCM Investment Advisors's portfolio in Q1 2026, its #311 holding.
  • KCM Investment Advisors first reported a position in Intuit in Q2 2015 and has held it in 28 quarters since.
  • KCM Investment Advisors's Intuit position peaked at $643K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.