Key Financial Inc’s Intuit INTU Stock Holding History

Key Financial Inc’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	$39.8K	Buy	92 +10	+12%	+$4.77K	0.01%	579
2025 Q4	$54.3K	Sell	82 -3	-4%	-$1.98K	0.01%	497
2025 Q3	$57.8K	Sell	85 -3	-3%	-$2.16K	0.01%	486
2025 Q2	$69.3K	Hold	88	–	–	0.01%	435
2025 Q1	$54K	Buy	88 +2	+2%	+$1.2K	0.01%	471
2024 Q4	$54.1K	Buy	86 +3	+4%	+$1.92K	0.01%	468
2024 Q3	$51.5K	Buy	83 +3	+4%	+$1.92K	0.01%	474
2024 Q2	$52.6K	Hold	80	–	–	0.01%	463
2024 Q1	$52K	Hold	80	–	–	0.01%	430
2023 Q4	$50K	Hold	80	–	–	0.01%	427
2023 Q3	$40.9K	Hold	80	–	–	0.01%	438
2023 Q2	$36.7K	Buy	80 +39	+95%	+$17.1K	0.01%	456
2023 Q1	$18.3K	Hold	41	–	–	0.01%	564
2022 Q4	$15.9K	Hold	41	–	–	0.01%	535
2022 Q3	$16K	Hold	41	–	–	0.01%	537
2022 Q2	$16K	Hold	41	–	–	0.01%	544
2022 Q1	$20K	Hold	41	–	–	0.01%	503
2021 Q4	$26K	Hold	41	–	–	0.01%	444
2021 Q3	$22K	Buy	41 +7	+21%	+$3.77K	0.01%	456
2021 Q2	$18K	Buy	+34	New	+$14.7K	0.01%	483

Other funds holding INTU

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Key Financial Inc's INTU Position: Q1 2026 in Review

Key Financial Inc increased its Intuit (INTU) stake by 12% in Q1 2026, buying an estimated $4.77K and bringing the position to 92 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #579.

Key Financial Inc first reported a position in INTU in Q2 2021 and has held it in 20 quarters since. The position peaked at $69.3K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Key Financial Inc held 92 shares of Intuit worth $39.8K as of Q1 2026.
Key Financial Inc bought 10 Intuit shares in Q1 2026, an estimated $4.77K.
Intuit made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #579 holding.
Key Financial Inc first reported a position in Intuit in Q2 2021 and has held it in 20 quarters since.
Key Financial Inc's Intuit position peaked at $69.3K in Q2 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.