Kestra Investment Management’s Intuit INTU Stock Holding History

Kestra Investment 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	$1.06M	Sell	4,064 -1,909	-32%	-$665K	0.02%	221
2026 Q1	$2.58M	Buy	5,973 +2,412	+68%	+$1.15M	0.04%	112
2025 Q4	$2.36M	Buy	3,561 +371	+12%	+$245K	0.06%	123
2025 Q3	$2.18M	Buy	3,190 +2,655	+496%	+$1.91M	0.06%	118
2025 Q2	$421K	Buy	535 +121	+29%	+$81.9K	0.01%	308
2025 Q1	$254K	Sell	414 -83	-17%	-$49.8K	0.01%	350
2024 Q4	$312K	Buy	497 +118	+31%	+$75.4K	0.01%	295
2024 Q3	$235K	Buy	+379	New	+$242K	0.01%	298

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kestra Investment Management's INTU Position: Q2 2026 in Review

Kestra Investment Management reduced its Intuit (INTU) stake by 32% in Q2 2026, selling an estimated $665K and leaving 4,064 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #221.

Kestra Investment Management first reported a position in INTU in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.58M in Q1 2026. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Kestra Investment Management held 4,064 shares of Intuit worth $1.06M as of Q2 2026.
Kestra Investment Management sold 1,909 Intuit shares in Q2 2026, an estimated $665K.
Intuit made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #221 holding.
Kestra Investment Management first reported a position in Intuit in Q3 2024 and has held it in 8 quarters since.
Kestra Investment Management's Intuit position peaked at $2.58M in Q1 2026.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.