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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
Q2 		$13.1K Buy
50
+34
+213% +$11.8K ﹤0.01% 596
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kelleher Financial Advisors's INTU Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Intuit (INTU) stake by 213% in Q2 2026, buying an estimated $11.8K and bringing the position to 50 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Kelleher Financial Advisors first reported a position in INTU in Q3 2021 and has held it in 6 quarters since. The position peaked at $323K in Q3 2021. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Kelleher Financial Advisors held 50 shares of Intuit worth $13.1K as of Q2 2026.
  • Kelleher Financial Advisors bought 34 Intuit shares in Q2 2026, an estimated $11.8K.
  • Intuit made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #596 holding.
  • Kelleher Financial Advisors first reported a position in Intuit in Q3 2021 and has held it in 6 quarters since.
  • Kelleher Financial Advisors's Intuit position peaked at $323K in Q3 2021.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.