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Klingman & Associates’s Intuit INTU Stock Holding History

Klingman & Associates’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
-669
Closed -$289K – 357
2026
Q1 		$289K Buy
669
+69
+12% +$32.9K 0.01% 264
2025
Q4 		$397K Buy
600
+31
+5% +$20.5K 0.02% 217
2025
Q3 		$389K Sell
569
-104
-15% -$75K 0.02% 221
2025
Q2 		$530K Buy
+673
New +$455K 0.03% 165

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Klingman & Associates's INTU Position: Q2 2026 in Review

Klingman & Associates sold out of Intuit (INTU) in Q2 2026, closing a stake of 669 shares — an estimated $289K sold.

Klingman & Associates first reported a position in INTU in Q2 2025 and held it in 4 quarters. The position peaked at $530K in Q2 2025. 653 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Klingman & Associates reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Klingman & Associates sold 669 Intuit shares in Q2 2026, an estimated $289K.
  • Klingman & Associates first reported a position in Intuit in Q2 2025 and held it in 4 quarters.
  • Klingman & Associates's Intuit position peaked at $530K in Q2 2025.
  • 653 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.