Kestra Advisory Services
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Kestra Advisory Services’s Intuit INTU Stock Holding History

Kestra Advisory Services’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 		$3.16M Buy
11,463
+2,166
+23% +$681K 0.01% 1156
2026
Q2 		$2.43M Buy
9,297
+614
+7% +$214K 0.01% 1220
2026
Q1 		$3.75M Sell
8,683
-4,403
-34% -$2.1M 0.01% 949
2025
Q4 		$8.67M Buy
13,086
+2,524
+24% +$1.67M 0.04% 468
2025
Q3 		$7.21M Sell
10,562
-1
-0% -$721 0.03% 516
2025
Q2 		$8.32M Buy
10,563
+192
+2% +$130K 0.04% 438
2025
Q1 		$6.37M Buy
10,371
+194
+2% +$116K 0.03% 490
2024
Q4 		$6.4M Sell
10,177
-375
-4% -$240K 0.04% 491
2024
Q3 		$6.55M Sell
10,552
-161
-2% -$103K 0.04% 501
2024
Q2 		$6.86M Buy
10,713
+1,173
+12% +$728K 0.04% 485
2024
Q1 		$6.2M Buy
9,540
+696
+8% +$444K 0.04% 457
2023
Q4 		$5.53M Sell
8,844
-144
-2% -$79.4K 0.04% 421
2023
Q3 		$4.59M Buy
8,988
+186
+2% +$94.1K 0.05% 416
2023
Q2 		$4.03M Buy
8,802
+2,269
+35% +$994K 0.04% 440
2023
Q1 		$2.91M Sell
6,533
-6,421
-50% -$2.64M 0.03% 522
2022
Q4 		$5.04M Buy
12,954
+2,336
+22% +$927K 0.04% 435
2022
Q3 		$4.11M Sell
10,618
-449
-4% -$194K 0.04% 431
2022
Q2 		$4.27M Buy
11,067
+4,086
+59% +$1.69M 0.04% 400
2022
Q1 		$3.36M Sell
6,981
-412
-6% -$211K 0.04% 495
2021
Q4 		$4.76M Sell
7,393
-385
-5% -$238K 0.05% 386
2021
Q3 		$4.2M Sell
7,778
-1,016
-12% -$548K 0.04% 448
2021
Q2 		$4.31M Buy
8,794
+456
+5% +$198K 0.05% 399
2021
Q1 		$3.19M Buy
8,338
+2,630
+46% +$1.01M 0.04% 452
2020
Q4 		$2.14M Buy
5,708
+5,646
+9,106% +$1.98M 0.02% 576
2020
Q3 		$1.32M Buy
+62
New +$19.4K 0.02% 547

Other funds holding INTU

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Kestra Advisory Services's INTU Position: Q3 2026 in Review

Kestra Advisory Services increased its Intuit (INTU) stake by 23% in Q3 2026, buying an estimated $681K and bringing the position to 11,463 shares worth $3.16M. The position accounts for 0.01% of the portfolio, ranked #1156.

Kestra Advisory Services first reported a position in INTU in Q3 2020 and has held it in 25 quarters since. The position peaked at $8.67M in Q4 2025. 1,097 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Kestra Advisory Services held 11,463 shares of Intuit worth $3.16M as of Q3 2026.
  • Kestra Advisory Services bought 2,166 Intuit shares in Q3 2026, an estimated $681K.
  • Intuit made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1156 holding.
  • Kestra Advisory Services first reported a position in Intuit in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Intuit position peaked at $8.67M in Q4 2025.
  • 1,097 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.