Keating Financial Advisory Services’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
$234K Sell
895
-74
-8% -$25.8K 0.03% 336
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

Keating Financial Advisory Services's INTU Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Intuit (INTU) stake by 7.6% in Q2 2026, selling an estimated $25.8K and leaving 895 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #336.

Keating Financial Advisory Services first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $641K in Q4 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Keating Financial Advisory Services held 895 shares of Intuit worth $234K as of Q2 2026.
  • Keating Financial Advisory Services sold 74 Intuit shares in Q2 2026, an estimated $25.8K.
  • Intuit made up 0.03% of Keating Financial Advisory Services's portfolio in Q2 2026, its #336 holding.
  • Keating Financial Advisory Services first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Intuit position peaked at $641K in Q4 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.