KFS
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Kelly Financial Services’s Intuit INTU Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-27
Closed -$17.8K – 415
2024
Q2 		$17.8K Hold
27
– – 0.01% 345
2024
Q1 		$17.6K Hold
27
– – 0.01% 349
2023
Q4 		$16.9K Hold
27
– – 0.01% 329
2023
Q3 		$13.8K Buy
27
+15
+125% +$7.59K 0.01% 327
2023
Q2 		$5.5K Buy
+12
New +$5.25K ﹤0.01% 440
2023
Q1 		– Sell
-10
Closed -$3.89K – 718
2022
Q4 		$3.89K Hold
10
– – ﹤0.01% 435
2022
Q3 		$3.87K Hold
10
– – ﹤0.01% 431
2022
Q2 		$3.85K Hold
10
– – ﹤0.01% 434
2022
Q1 		$4.81K Hold
10
– – ﹤0.01% 440
2021
Q4 		$6.43K Buy
+10
New +$6.17K ﹤0.01% 402

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return