Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$326K Sell
755
-1,828
-71% -$872K 0.02% 337
2025
Q4
$1.71M Sell
2,583
-132
-5% -$87.2K 0.1% 127
2025
Q3
$1.85M Sell
2,715
-2,320
-46% -$1.67M 0.11% 122
2025
Q2
$3.97M Buy
5,035
+2,767
+122% +$1.87M 0.26% 71
2025
Q1
$1.39M Buy
2,268
+342
+18% +$205K 0.11% 123
2024
Q4
$1.21M Buy
1,926
+384
+25% +$245K 0.1% 130
2024
Q3
$958K Buy
1,542
+200
+15% +$128K 0.08% 153
2024
Q2
$867K Sell
1,342
-28
-2% -$17.4K 0.08% 160
2024
Q1
$891K Buy
1,370
+39
+3% +$24.9K 0.09% 139
2023
Q4
$832K Buy
1,331
+131
+11% +$72.3K 0.1% 131
2023
Q3
$613K Buy
1,200
+19
+2% +$9.62K 0.08% 142
2023
Q2
$541K Buy
1,181
+87
+8% +$38.1K 0.07% 156
2023
Q1
$488K Buy
1,094
+93
+9% +$38.2K 0.07% 166
2022
Q4
$390K Buy
1,001
+260
+35% +$103K 0.06% 184
2022
Q3
$287K Sell
741
-5
-0.7% -$2.16K 0.05% 183
2022
Q2
$357K Sell
746
-131
-15% -$54.2K 0.06% 180
2022
Q1
$422K Sell
877
-67
-7% -$34.3K 0.06% 167
2021
Q4
$607K Sell
944
-2
-0.2% -$1.24K 0.07% 135
2021
Q3
$510K Buy
946
+11
+1% +$5.93K 0.07% 150
2021
Q2
$458K Buy
935
+27
+3% +$11.7K 0.05% 158
2021
Q1
$348K Buy
908
+126
+16% +$48.5K 0.03% 189
2020
Q4
$297K Buy
782
+20
+3% +$7.02K 0.03% 191
2020
Q3
$249K Buy
+762
New +$238K 0.02% 187

Other funds holding INTU

Keel Point's INTU Position: Q1 2026 in Review

Keel Point reduced its Intuit (INTU) stake by 71% in Q1 2026, selling an estimated $872K and leaving 755 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #337.

Keel Point first reported a position in INTU in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.97M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Keel Point held 755 shares of Intuit worth $326K as of Q1 2026.
  • Keel Point sold 1,828 Intuit shares in Q1 2026, an estimated $872K.
  • Intuit made up 0.02% of Keel Point's portfolio in Q1 2026, its #337 holding.
  • Keel Point first reported a position in Intuit in Q3 2020 and has held it in 23 quarters since.
  • Keel Point's Intuit position peaked at $3.97M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.