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 Q2	$13M	Sell	49,641 -3,540	-7%	-$1.23M	0.29%	83
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kovitz Investment Group Partners's INTU Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Intuit (INTU) stake by 6.7% in Q2 2026, selling an estimated $1.23M and leaving 49,641 shares worth $13M. The position accounts for 0.29% of the portfolio, ranked #83.

Kovitz Investment Group Partners first reported a position in INTU in Q1 2024 and has held it in 10 quarters since. The position peaked at $36.2M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Kovitz Investment Group Partners held 49,641 shares of Intuit worth $13M as of Q2 2026.
Kovitz Investment Group Partners sold 3,540 Intuit shares in Q2 2026, an estimated $1.23M.
Intuit made up 0.29% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #83 holding.
Kovitz Investment Group Partners first reported a position in Intuit in Q1 2024 and has held it in 10 quarters since.
Kovitz Investment Group Partners's Intuit position peaked at $36.2M in Q2 2025.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.