Kozak & Associates’s Intuit INTU Stock Holding History

Kozak & 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	$3.28K	Sell	12 -15	-56%	-$5.22K	﹤0.01%	338
2026 Q1	$10K	Hold	27	–	–	﹤0.01%	270
2025 Q4	$17.6K	Buy	27 +15	+125%	+$9.91K	﹤0.01%	208
2025 Q3	$7.84K	Hold	12	–	–	﹤0.01%	276
2025 Q2	$9.32K	Hold	12	–	–	﹤0.01%	251
2025 Q1	$7.18K	Hold	12	–	–	﹤0.01%	246
2024 Q4	$7.61K	Hold	12	–	–	﹤0.01%	263
2024 Q3	$7.37K	Hold	12	–	–	﹤0.01%	254
2024 Q2	$7.96K	Sell	12 -11	-48%	-$6.82K	﹤0.01%	242
2024 Q1	$15.1K	Buy	23 +12	+109%	+$7.66K	﹤0.01%	200
2023 Q4	$6.65K	Hold	11	–	–	﹤0.01%	260
2023 Q3	$5.87K	Buy	+11	New	+$5.57K	﹤0.01%	273
2021 Q4	–	Sell	-14	Closed	-$9K	–	384
2021 Q3	$9K	Buy	+14	New	+$7.54K	0.01%	251

Other funds holding INTU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Kozak & Associates reduced its Intuit (INTU) stake by 56% in Q2 2026, selling an estimated $5.22K and leaving 12 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Kozak & Associates first reported a position in INTU in Q3 2021 and has held it in 13 quarters since. The position peaked at $17.6K in Q4 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Kozak & Associates held 12 shares of Intuit worth $3.28K as of Q2 2026.
Kozak & Associates sold 15 Intuit shares in Q2 2026, an estimated $5.22K.
Intuit made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #338 holding.
Kozak & Associates first reported a position in Intuit in Q3 2021 and has held it in 13 quarters since.
Kozak & Associates's Intuit position peaked at $17.6K in Q4 2025.
625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.