Krilogy Financial’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$958K Buy
3,669
+90
+3% +$31.4K 0.03% 409
2026
Q1
$1.39M Sell
3,579
-65
-2% -$31K 0.04% 284
2025
Q4
$2.05M Sell
3,644
-896
-20% -$592K 0.07% 210
2025
Q3
$2.98M Buy
+4,540
New +$3.27M 0.11% 149
2023
Q2
Sell
-3,139
Closed -$1.4M 291
2023
Q1
$1.4M Buy
3,139
+883
+39% +$362K 0.12% 144
2022
Q4
$878K Buy
2,256
+8
+0.4% +$3.17K 0.08% 180
2022
Q3
$871K Buy
2,248
+21
+0.9% +$9.07K 0.1% 137
2022
Q2
$858K Buy
2,227
+43
+2% +$17.8K 0.1% 142
2022
Q1
$1.05M Sell
2,184
-1,033
-32% -$529K 0.11% 131
2021
Q4
$2.07M Sell
3,217
-128
-4% -$79K 0.21% 74
2021
Q3
$1.8M Sell
3,345
-154
-4% -$83K 0.18% 81
2021
Q2
$1.72M Buy
3,499
+5
+0.1% +$2.17K 0.17% 85
2021
Q1
$1.34M Buy
3,494
+384
+12% +$148K 0.14% 97
2020
Q4
$1.18M Buy
3,110
+113
+4% +$39.7K 0.14% 94
2020
Q3
$978K Buy
2,997
+347
+13% +$109K 0.14% 98
2020
Q2
$785K Sell
2,650
-4,005
-60% -$1.1M 0.12% 115
2020
Q1
$1.53M Sell
6,655
-3,922
-37% -$1.06M 0.29% 56
2019
Q4
$2.77M Buy
10,577
+190
+2% +$49.7K 0.46% 53
2019
Q3
$2.76M Buy
10,387
+488
+5% +$134K 0.5% 48
2019
Q2
$2.59M Buy
9,899
+1,371
+16% +$348K 0.5% 52
2019
Q1
$2.23M Buy
+8,528
New +$1.97M 0.47% 46
2017
Q4
Sell
-200
Closed -$28K 803
2017
Q3
$28K Buy
200
+115
+135% +$15.9K 0.01% 429
2017
Q2
$11K Buy
+85
New +$11K ﹤0.01% 524

Other funds holding INTU

Krilogy Financial's INTU Position: Q2 2026 in Review

Krilogy Financial increased its Intuit (INTU) stake by 2.5% in Q2 2026, buying an estimated $31.4K and bringing the position to 3,669 shares worth $958K. The position accounts for 0.03% of the portfolio, ranked #409.

Krilogy Financial first reported a position in INTU in Q2 2017 and has held it in 23 quarters since. The position peaked at $2.98M in Q3 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Krilogy Financial held 3,669 shares of Intuit worth $958K as of Q2 2026.
  • Krilogy Financial bought 90 Intuit shares in Q2 2026, an estimated $31.4K.
  • Intuit made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #409 holding.
  • Krilogy Financial first reported a position in Intuit in Q2 2017 and has held it in 23 quarters since.
  • Krilogy Financial's Intuit position peaked at $2.98M in Q3 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.