Kovitz Investment Group Partners’s Intuit INTU Stock Holding History

Kovitz Investment Group 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 Q1	$23M	Buy	53,181 +16,561	+45%	+$7.9M	0.53%	46
2025 Q4	$24.3M	Sell	36,620 -14,973	-29%	-$9.89M	0.54%	42
2025 Q3	$35.2M	Buy	51,593 +5,637	+12%	+$4.06M	0.14%	146
2025 Q2	$36.2M	Buy	45,956 +2,056	+5%	+$1.39M	0.15%	124
2025 Q1	$27M	Sell	43,900 -1,168	-3%	-$701K	0.14%	141
2024 Q4	$28.5M	Buy	45,068 +6,922	+18%	+$4.42M	0.14%	135
2024 Q3	$21.6M	Buy	38,146 +1,312	+4%	+$837K	0.15%	126
2024 Q2	$24.4M	Buy	36,834 +32,533	+756%	+$20.2M	0.21%	80
2024 Q1	$2.8M	Buy	+4,301	New	+$2.75M	0.04%	263

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Kovitz Investment Group Partners's INTU Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Intuit (INTU) stake by 45% in Q1 2026, buying an estimated $7.9M and bringing the position to 53,181 shares worth $23M. The position accounts for 0.53% of the portfolio, ranked #46.

Kovitz Investment Group Partners first reported a position in INTU in Q1 2024 and has held it in 9 quarters since. The position peaked at $36.2M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Kovitz Investment Group Partners held 53,181 shares of Intuit worth $23M as of Q1 2026.
Kovitz Investment Group Partners bought 16,561 Intuit shares in Q1 2026, an estimated $7.9M.
Intuit made up 0.53% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #46 holding.
Kovitz Investment Group Partners first reported a position in Intuit in Q1 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's Intuit position peaked at $36.2M in Q2 2025.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.