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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
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
+2,241
+236% +$1.62M 0.06% 118
2025
Q2 		$676K Buy
949
+535
+129% +$362K 0.01% 335
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
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

Kestra Investment Management's INTU Position: Q1 2026 in Review

Kestra Investment Management increased its Intuit (INTU) stake by 68% in Q1 2026, buying an estimated $1.15M and bringing the position to 5,973 shares worth $2.58M. The position accounts for 0.04% of the portfolio, ranked #112.

Kestra Investment Management first reported a position in INTU in Q3 2024 and has held it in 7 quarters since. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Kestra Investment Management held 5,973 shares of Intuit worth $2.58M as of Q1 2026.
  • Kestra Investment Management bought 2,412 Intuit shares in Q1 2026, an estimated $1.15M.
  • Intuit made up 0.04% of Kestra Investment Management's portfolio in Q1 2026, its #112 holding.
  • Kestra Investment Management first reported a position in Intuit in Q3 2024 and has held it in 7 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.