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Keebeck Wealth Management’s Intuit INTU Stock Holding History

Keebeck Wealth Management’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 		$1.6M Sell
3,708
-852
-19% -$406K 0.18% 121
2025
Q4 		$3.02M Buy
4,560
+3,856
+548% +$2.55M 0.35% 79
2025
Q3 		$481K Buy
704
+54
+8% +$38.9K 0.06% 213
2025
Q2 		$512K Buy
650
+195
+43% +$132K 0.07% 200
2025
Q1 		$279K Hold
455
– – 0.04% 231
2024
Q4 		$286K Hold
455
– – 0.04% 220
2024
Q3 		$283K Hold
455
– – 0.04% 216
2024
Q2 		$299K Hold
455
– – 0.04% 219
2024
Q1 		$296K Sell
455
-41
-8% -$26.2K 0.04% 238
2023
Q4 		$310K Buy
496
+47
+10% +$25.9K 0.05% 217
2023
Q3 		$229K Sell
449
-5
-1% -$2.53K 0.04% 236
2023
Q2 		$208K Buy
+454
New +$199K 0.03% 255
2022
Q2 		– Sell
-420
Closed -$202K – 243
2022
Q1 		$202K Hold
420
– – 0.03% 227
2021
Q4 		$270K Hold
420
– – 0.05% 194
2021
Q3 		$227K Buy
+420
New +$226K 0.04% 194
2020
Q3 		– Sell
-395
Closed -$117K – 268
2020
Q2 		$117K Buy
+395
New +$108K 0.04% 178
2020
Q1 		– Sell
-373
Closed -$97K – 238
2019
Q4 		$97K Buy
+373
New +$97.5K 0.03% 188

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

Keebeck Wealth Management's INTU Position: Q1 2026 in Review

Keebeck Wealth Management reduced its Intuit (INTU) stake by 19% in Q1 2026, selling an estimated $406K and leaving 3,708 shares worth $1.6M. The position accounts for 0.18% of the portfolio, ranked #121.

Keebeck Wealth Management first reported a position in INTU in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.02M in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Keebeck Wealth Management held 3,708 shares of Intuit worth $1.6M as of Q1 2026.
  • Keebeck Wealth Management sold 852 Intuit shares in Q1 2026, an estimated $406K.
  • Intuit made up 0.18% of Keebeck Wealth Management's portfolio in Q1 2026, its #121 holding.
  • Keebeck Wealth Management first reported a position in Intuit in Q4 2019 and has held it in 17 quarters since.
  • Keebeck Wealth Management's Intuit position peaked at $3.02M in Q4 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.