Keeler Thomas Management
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Keeler Thomas Management’s Intuit INTU Stock Holding History

Keeler Thomas 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
Q3 		$1.05M Sell
3,814
-2,125
-36% -$668K 0.41% 77
2026
Q2 		$1.55M Buy
5,939
+600
+11% +$209K 0.55% 54
2026
Q1 		$2.31M Buy
+5,339
New +$2.55M 0.98% 35
2025
Q2 		– Sell
-1,197
Closed -$735K – 119
2025
Q1 		$735K Sell
1,197
-1,128
-49% -$677K 0.36% 65
2024
Q4 		$1.46M Sell
2,325
-149
-6% -$95.2K 0.52% 50
2024
Q3 		$1.54M Sell
2,474
-36
-1% -$23K 0.49% 54
2024
Q2 		$1.65M Sell
2,510
-29
-1% -$18K 0.56% 52
2024
Q1 		$1.65M Sell
2,539
-132
-5% -$84.3K 0.57% 52
2023
Q4 		$1.67M Sell
2,671
-105
-4% -$57.9K 0.66% 50
2023
Q3 		$1.4M Sell
2,776
-555
-17% -$281K 0.52% 51
2023
Q2 		$1.53M Sell
3,331
-525
-14% -$230K 0.62% 44
2023
Q1 		$1.72M Sell
3,856
-4,081
-51% -$1.68M 0.81% 42
2022
Q4 		$3.09M Sell
7,937
-380
-5% -$151K 1.56% 27
2022
Q3 		$3.22M Buy
8,317
+270
+3% +$117K 1.64% 29
2022
Q2 		$3.1M Buy
8,047
+1,106
+16% +$458K 1.54% 23
2022
Q1 		$3.34M Buy
+6,941
New +$3.55M 1.6% 23

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Lindsell Train
Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Keeler Thomas Management's INTU Position: Q3 2026 in Review

Keeler Thomas Management reduced its Intuit (INTU) stake by 36% in Q3 2026, selling an estimated $668K and leaving 3,814 shares worth $1.05M. The position accounts for 0.41% of the portfolio, ranked #77.

Keeler Thomas Management first reported a position in INTU in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.34M in Q1 2022. 689 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Keeler Thomas Management held 3,814 shares of Intuit worth $1.05M as of Q3 2026.
  • Keeler Thomas Management sold 2,125 Intuit shares in Q3 2026, an estimated $668K.
  • Intuit made up 0.41% of Keeler Thomas Management's portfolio in Q3 2026, its #77 holding.
  • Keeler Thomas Management first reported a position in Intuit in Q1 2022 and has held it in 16 quarters since.
  • Keeler Thomas Management's Intuit position peaked at $3.34M in Q1 2022.
  • 689 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Keeler Thomas Management's 13F filing for Q3 2026, filed 29 Oct 2026.