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KMG Fiduciary Partners’s Intuit INTU Stock Holding History

KMG Fiduciary Partners’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
-757
Closed -$327K – 235
2026
Q1 		$327K Hold
757
– – 0.02% 224
2025
Q4 		$501K Sell
757
-22
-3% -$14.5K 0.04% 196
2025
Q3 		$532K Buy
779
+8
+1% +$5.77K 0.04% 228
2025
Q2 		$607K Buy
771
+14
+2% +$9.47K 0.05% 221
2025
Q1 		$465K Hold
757
– – 0.04% 227
2024
Q4 		$476K Buy
757
+6
+0.8% +$3.83K 0.04% 218
2024
Q3 		$466K Sell
751
-49
-6% -$31.3K 0.04% 217
2024
Q2 		$526K Sell
800
-250
-24% -$155K 0.05% 183
2024
Q1 		$683K Hold
1,050
– – 0.07% 163
2023
Q4 		$656K Hold
1,050
– – 0.08% 168
2023
Q3 		$536K Hold
1,050
– – 0.07% 166
2023
Q2 		$481K Sell
1,050
-10
-0.9% -$4.38K 0.06% 176
2023
Q1 		$473K Sell
1,060
-118
-10% -$48.4K 0.07% 175
2022
Q4 		$459K Sell
1,178
-100
-8% -$39.7K 0.08% 171
2022
Q3 		$495K Buy
1,278
+21
+2% +$9.07K 0.1% 138
2022
Q2 		$484K Sell
1,257
-100
-7% -$41.4K 0.09% 143
2022
Q1 		$652K Sell
1,357
-100
-7% -$51.2K 0.1% 130
2021
Q4 		$937K Hold
1,457
– – 0.15% 110
2021
Q3 		$786K Sell
1,457
-3
-0.2% -$1.62K 0.13% 114
2021
Q2 		$716K Buy
1,460
+50
+4% +$21.7K 0.13% 118
2021
Q1 		$540K Buy
1,410
+10
+0.7% +$3.85K 0.11% 123
2020
Q4 		$516K Hold
1,400
– – 0.11% 119
2020
Q3 		$457K Hold
1,400
– – 0.11% 114
2020
Q2 		$415K Hold
1,400
– – 0.12% 100
2020
Q1 		$322K Buy
+1,400
New +$379K 0.1% 104

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

KMG Fiduciary Partners's INTU Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of Intuit (INTU) in Q2 2026, closing a stake of 757 shares — an estimated $327K sold.

KMG Fiduciary Partners first reported a position in INTU in Q1 2020 and held it in 25 quarters. The position peaked at $937K in Q4 2021. 657 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 757 Intuit shares in Q2 2026, an estimated $327K.
  • KMG Fiduciary Partners first reported a position in Intuit in Q1 2020 and held it in 25 quarters.
  • KMG Fiduciary Partners's Intuit position peaked at $937K in Q4 2021.
  • 657 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.