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KFG Wealth Management’s Intuit INTU Stock Holding History

KFG Wealth 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 		– Sell
-739
Closed -$319K – 235
2026
Q1 		$319K Buy
739
+19
+3% +$9.06K 0.04% 165
2025
Q4 		$477K Sell
720
-59
-8% -$39K 0.06% 141
2025
Q3 		$532K Sell
779
-282
-27% -$203K 0.08% 122
2025
Q2 		$836K Buy
1,061
+47
+5% +$31.8K 0.13% 85
2025
Q1 		$622K Buy
1,014
+114
+13% +$68.5K 0.11% 104
2024
Q4 		$566K Buy
900
+45
+5% +$28.8K 0.11% 98
2024
Q3 		$531K Buy
855
+15
+2% +$9.57K 0.12% 105
2024
Q2 		$552K Buy
840
+31
+4% +$19.2K 0.22% 84
2024
Q1 		$526K Sell
809
-111
-12% -$70.9K 0.22% 82
2023
Q4 		$575K Sell
920
-74
-7% -$40.8K 0.26% 67
2023
Q3 		$508K Buy
994
+126
+15% +$63.8K 0.28% 72
2023
Q2 		$398K Buy
868
+341
+65% +$149K 0.23% 66
2023
Q1 		$233K Buy
+527
New +$216K 0.16% 82

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

KFG Wealth Management's INTU Position: Q2 2026 in Review

KFG Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 739 shares — an estimated $319K sold.

KFG Wealth Management first reported a position in INTU in Q1 2023 and held it in 13 quarters. The position peaked at $836K in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • KFG Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • KFG Wealth Management sold 739 Intuit shares in Q2 2026, an estimated $319K.
  • KFG Wealth Management first reported a position in Intuit in Q1 2023 and held it in 13 quarters.
  • KFG Wealth Management's Intuit position peaked at $836K in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.