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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
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 		$4.75M 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Kestra Advisory Services's INTU Position: Q2 2026 in Review

Kestra Advisory Services increased its Intuit (INTU) stake by 7.1% in Q2 2026, buying an estimated $214K and bringing the position to 9,297 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #1220.

Kestra Advisory Services first reported a position in INTU in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.67M in Q4 2025. 623 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Kestra Advisory Services held 9,297 shares of Intuit worth $2.43M as of Q2 2026.
  • Kestra Advisory Services bought 614 Intuit shares in Q2 2026, an estimated $214K.
  • Intuit made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1220 holding.
  • Kestra Advisory Services first reported a position in Intuit in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Intuit position peaked at $8.67M in Q4 2025.
  • 623 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.