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 Q2	–	Sell	-3,708	Closed	-$1.6M	–	486
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Keebeck Wealth Management's INTU Position: Q2 2026 in Review

Keebeck Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 3,708 shares — an estimated $1.6M sold.

Keebeck Wealth Management first reported a position in INTU in Q4 2019 and held it in 17 quarters. The position peaked at $3.02M in Q4 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Keebeck Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Keebeck Wealth Management sold 3,708 Intuit shares in Q2 2026, an estimated $1.6M.
Keebeck Wealth Management first reported a position in Intuit in Q4 2019 and held it in 17 quarters.
Keebeck Wealth Management's Intuit position peaked at $3.02M in Q4 2025.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.