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 Q3	$23.7K	Buy	86 +27	+46%	+$8.48K	﹤0.01%	674
2026 Q2	$15.4K	Sell	59 -33	-36%	-$11.5K	﹤0.01%	771
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Key Financial Inc's INTU Position: Q3 2026 in Review

Key Financial Inc increased its Intuit (INTU) stake by 46% in Q3 2026, buying an estimated $8.48K and bringing the position to 86 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Key Financial Inc first reported a position in INTU in Q2 2021 and has held it in 22 quarters since. The position peaked at $69.3K in Q2 2025. 922 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

Key Financial Inc held 86 shares of Intuit worth $23.7K as of Q3 2026.
Key Financial Inc bought 27 Intuit shares in Q3 2026, an estimated $8.48K.
Intuit made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #674 holding.
Key Financial Inc first reported a position in Intuit in Q2 2021 and has held it in 22 quarters since.
Key Financial Inc's Intuit position peaked at $69.3K in Q2 2025.
922 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.