Keudell/Morrison Wealth Management’s Intuit INTU Stock Holding History

Keudell/Morrison Wealth 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
2025 Q2	$244K	Buy	+310	New	+$210K	0.05%	195

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Keudell/Morrison Wealth Management's INTU Position: Q2 2025 in Review

Keudell/Morrison Wealth Management opened a new position in Intuit (INTU) in Q2 2025: 310 shares worth $244K. The stake represents 0.05% of the portfolio and ranks #195 among its holdings.

2,208 funds tracked by Wall St. Rank hold INTU as of Q2 2025.

Keudell/Morrison Wealth Management held 310 shares of Intuit worth $244K as of Q2 2025.
Intuit was a new Keudell/Morrison Wealth Management position in Q2 2025.
Intuit made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2025, its #195 holding.
2,208 funds tracked by Wall St. Rank held Intuit as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.