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Kestra Private Wealth Services’s Intuit INTU Stock Holding History

Kestra Private Wealth 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 		$3.68M Buy
14,085
+982
+7% +$342K 0.04% 424
2026
Q1 		$5.67M Buy
13,103
+972
+8% +$464K 0.07% 295
2025
Q4 		$8.04M Buy
12,131
+2,194
+22% +$1.45M 0.1% 224
2025
Q3 		$6.79M Buy
9,937
+3,479
+54% +$2.51M 0.09% 247
2025
Q2 		$5.09M Sell
6,458
-1
-0% -$677 0.07% 270
2025
Q1 		$3.97M Sell
6,459
-950
-13% -$570K 0.07% 295
2024
Q4 		$4.66M Buy
7,409
+2,858
+63% +$1.83M 0.08% 257
2024
Q3 		$2.83M Buy
4,551
+1,131
+33% +$722K 0.05% 336
2024
Q2 		$2.25M Sell
3,420
-273
-7% -$169K 0.05% 364
2024
Q1 		$2.4M Buy
3,693
+456
+14% +$291K 0.05% 330
2023
Q4 		$2.02M Buy
3,237
+1,388
+75% +$766K 0.05% 346
2023
Q3 		$945K Buy
1,849
+464
+34% +$235K 0.03% 483
2023
Q2 		$635K Sell
1,385
-9
-0.6% -$3.94K 0.02% 562
2023
Q1 		$621K Sell
1,394
-2,945
-68% -$1.21M 0.02% 536
2022
Q4 		$1.69M Sell
4,339
-1,832
-30% -$727K 0.09% 263
2022
Q3 		$2.39M Buy
6,171
+994
+19% +$429K 0.14% 172
2022
Q2 		$2M Buy
5,177
+2,064
+66% +$855K 0.11% 217
2022
Q1 		$1.5M Sell
3,113
-1,008
-24% -$516K 0.07% 281
2021
Q4 		$2.65M Buy
4,121
+1,272
+45% +$785K 0.13% 171
2021
Q3 		$1.54M Buy
2,849
+535
+23% +$288K 0.09% 261
2021
Q2 		$1.13M Buy
2,314
+16
+0.7% +$6.94K 0.07% 303
2021
Q1 		$880K Buy
2,298
+411
+22% +$158K 0.06% 317
2020
Q4 		$709K Buy
+1,887
New +$663K 0.05% 363

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
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Kestra Private Wealth Services's INTU Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Intuit (INTU) stake by 7.5% in Q2 2026, buying an estimated $342K and bringing the position to 14,085 shares worth $3.68M. The position accounts for 0.04% of the portfolio, ranked #424.

Kestra Private Wealth Services first reported a position in INTU in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.04M in Q4 2025. 600 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Kestra Private Wealth Services held 14,085 shares of Intuit worth $3.68M as of Q2 2026.
  • Kestra Private Wealth Services bought 982 Intuit shares in Q2 2026, an estimated $342K.
  • Intuit made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #424 holding.
  • Kestra Private Wealth Services first reported a position in Intuit in Q4 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Intuit position peaked at $8.04M in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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