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Kelleher Financial Advisors’s Intuit INTU Stock Holding History

Kelleher Financial Advisors’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 		$12.6K Hold
16
– – ﹤0.01% 520
2025
Q4 		$10.6K Hold
16
– – ﹤0.01% 569
2025
Q3 		$10.9K Buy
+16
New +$11.5K ﹤0.01% 490
2022
Q3 		– Sell
-716
Closed -$275K – 133
2022
Q2 		$275K Buy
+716
New +$296K 0.12% 111
2021
Q4 		– Sell
-600
Closed -$323K – 136
2021
Q3 		$323K Buy
+600
New +$323K 0.14% 123

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

Kelleher Financial Advisors's INTU Position: Q1 2026 in Review

Kelleher Financial Advisors held its Intuit (INTU) position steady in Q1 2026 at 16 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Kelleher Financial Advisors first reported a position in INTU in Q3 2021 and has held it in 5 quarters since. The position peaked at $323K in Q3 2021. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Kelleher Financial Advisors held 16 shares of Intuit worth $12.6K as of Q1 2026.
  • Kelleher Financial Advisors left its Intuit share count unchanged in Q1 2026.
  • Intuit made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #520 holding.
  • Kelleher Financial Advisors first reported a position in Intuit in Q3 2021 and has held it in 5 quarters since.
  • Kelleher Financial Advisors's Intuit position peaked at $323K in Q3 2021.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.