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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Key Financial Inc's INTU Position: Q2 2026 in Review

Key Financial Inc reduced its Intuit (INTU) stake by 36% in Q2 2026, selling an estimated $11.5K and leaving 59 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Key Financial Inc first reported a position in INTU in Q2 2021 and has held it in 21 quarters since. The position peaked at $69.3K in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Key Financial Inc held 59 shares of Intuit worth $15.4K as of Q2 2026.
Key Financial Inc sold 33 Intuit shares in Q2 2026, an estimated $11.5K.
Intuit made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #771 holding.
Key Financial Inc first reported a position in Intuit in Q2 2021 and has held it in 21 quarters since.
Key Financial Inc's Intuit position peaked at $69.3K in Q2 2025.
1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.