Kurt F. Somerville’s Intuit INTU Stock Holding History

Kurt F. Somerville’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	–	Sell	-460	Closed	-$305K	–	98
2025 Q4	$305K	Hold	460	–	–	0.05%	90
2025 Q3	$314K	Hold	460	–	–	0.05%	92
2025 Q2	$362K	Sell	460 -70	-13%	-$47.4K	0.06%	90
2025 Q1	$325K	Hold	530	–	–	0.06%	90
2024 Q4	$333K	Hold	530	–	–	0.06%	83
2024 Q3	$329K	Sell	530 -100	-16%	-$63.8K	0.05%	85
2024 Q2	$414K	Hold	630	–	–	0.07%	74
2024 Q1	$410K	Hold	630	–	–	0.07%	75
2023 Q4	$394K	Hold	630	–	–	0.07%	73
2023 Q3	$322K	Hold	630	–	–	0.06%	85
2023 Q2	$289K	Hold	630	–	–	0.06%	92
2023 Q1	$281K	Hold	630	–	–	0.05%	94
2022 Q4	$245K	Hold	630	–	–	0.05%	99
2022 Q3	$244K	Hold	630	–	–	0.05%	103
2022 Q2	$243K	Hold	630	–	–	0.05%	105
2022 Q1	$303K	Hold	630	–	–	0.05%	102
2021 Q4	$405K	Hold	630	–	–	0.06%	92
2021 Q3	$340K	Hold	630	–	–	0.05%	90
2021 Q2	$309K	Hold	630	–	–	0.05%	96
2021 Q1	$241K	Hold	630	–	–	0.04%	105
2020 Q4	$239K	Hold	630	–	–	0.04%	100
2020 Q3	$206K	Sell	630 -160	-20%	-$50.1K	0.04%	105
2020 Q2	$234K	Buy	+790	New	+$217K	0.04%	108
2020 Q1	–	Sell	-1,110	Closed	-$291K	–	109
2019 Q4	$291K	Hold	1,110	–	–	0.05%	83
2019 Q3	$295K	Hold	1,110	–	–	0.06%	83
2019 Q2	$290K	Hold	1,110	–	–	0.06%	83
2019 Q1	$290K	Sell	1,110 -340	-23%	-$78.6K	0.06%	92
2018 Q4	$285K	Hold	1,450	–	–	0.07%	90
2018 Q3	$330K	Hold	1,450	–	–	0.07%	92
2018 Q2	$296K	Sell	1,450 -475	-25%	-$91.1K	0.07%	88
2018 Q1	$334K	Hold	1,925	–	–	0.07%	89
2017 Q4	$304K	Sell	1,925 -200	-9%	-$30.5K	0.06%	92
2017 Q3	$302K	Hold	2,125	–	–	0.06%	89
2017 Q2	$282K	Hold	2,125	–	–	0.06%	88
2017 Q1	$246K	Hold	2,125	–	–	0.05%	98
2016 Q4	$244K	Hold	2,125	–	–	0.05%	98
2016 Q3	$234K	Sell	2,125 -450	-17%	-$50.3K	0.05%	99
2016 Q2	$287K	Hold	2,575	–	–	0.06%	94
2016 Q1	$268K	Hold	2,575	–	–	0.06%	96
2015 Q4	$248K	Hold	2,575	–	–	0.06%	110
2015 Q3	$229K	Hold	2,575	–	–	0.06%	113
2015 Q2	$259K	Hold	2,575	–	–	0.06%	109
2015 Q1	$250K	Hold	2,575	–	–	0.06%	115
2014 Q4	$237K	Hold	2,575	–	–	0.06%	119
2014 Q3	$226K	Sell	2,575 -900	-26%	-$74.8K	0.09%	96
2014 Q2	$280K	Sell	3,475 -125	-3%	-$9.64K	0.11%	90
2014 Q1	$280K	Hold	3,600	–	–	0.11%	90
2013 Q4	$275K	Hold	3,600	–	–	0.11%	92
2013 Q3	$239K	Hold	3,600	–	–	0.1%	99
2013 Q2	$220K	Buy	+3,600	New	+$218K	0.09%	101

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

Kurt F. Somerville's INTU Position: Q1 2026 in Review

Kurt F. Somerville sold out of Intuit (INTU) in Q1 2026, closing a stake of 460 shares — an estimated $305K sold.

Kurt F. Somerville first reported a position in INTU in Q2 2013 and held it in 50 quarters. The position peaked at $414K in Q2 2024. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Kurt F. Somerville reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Kurt F. Somerville sold 460 Intuit shares in Q1 2026, an estimated $305K.
Kurt F. Somerville first reported a position in Intuit in Q2 2013 and held it in 50 quarters.
Kurt F. Somerville's Intuit position peaked at $414K in Q2 2024.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.