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Keating Financial Advisory Services’s Intuit INTU Stock Holding History

Keating Financial Advisory Services’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 		$419K Buy
969
+1
+0.1% +$477 0.07% 201
2025
Q4 		$641K Buy
+968
New +$640K 0.09% 179

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Keating Financial Advisory Services's INTU Position: Q1 2026 in Review

Keating Financial Advisory Services increased its Intuit (INTU) stake by 0.1% in Q1 2026, buying an estimated $477 and bringing the position to 969 shares worth $419K. The position accounts for 0.07% of the portfolio, ranked #201.

Keating Financial Advisory Services first reported a position in INTU in Q4 2025 and has held it in 2 quarters since. The position peaked at $641K in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Keating Financial Advisory Services held 969 shares of Intuit worth $419K as of Q1 2026.
  • Keating Financial Advisory Services bought 1 Intuit share in Q1 2026, an estimated $477.
  • Intuit made up 0.07% of Keating Financial Advisory Services's portfolio in Q1 2026, its #201 holding.
  • Keating Financial Advisory Services first reported a position in Intuit in Q4 2025 and has held it in 2 quarters since.
  • Keating Financial Advisory Services's Intuit position peaked at $641K in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.