Keystone Wealth Services’s Intuit INTU Stock Holding History

Keystone Wealth 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
2026 Q1	$317K	Hold	734	–	–	0.07%	241
2025 Q4	$486K	Buy	734 +5	+0.7%	+$3.3K	0.1%	151
2025 Q3	$498K	Hold	729	–	–	0.11%	179
2025 Q2	$574K	Hold	729	–	–	0.14%	162
2025 Q1	$448K	Hold	729	–	–	0.12%	162
2024 Q4	$458K	Hold	729	–	–	0.12%	158
2024 Q3	$453K	Hold	729	–	–	0.13%	154
2024 Q2	$479K	Hold	729	–	–	0.15%	134
2024 Q1	$474K	Hold	729	–	–	0.15%	134
2023 Q4	$456K	Buy	+729	New	+$402K	0.16%	131

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

Keystone Wealth Services's INTU Position: Q1 2026 in Review

Keystone Wealth Services held its Intuit (INTU) position steady in Q1 2026 at 734 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #241.

Keystone Wealth Services first reported a position in INTU in Q4 2023 and has held it in 10 quarters since. The position peaked at $574K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Keystone Wealth Services held 734 shares of Intuit worth $317K as of Q1 2026.
Keystone Wealth Services left its Intuit share count unchanged in Q1 2026.
Intuit made up 0.07% of Keystone Wealth Services's portfolio in Q1 2026, its #241 holding.
Keystone Wealth Services first reported a position in Intuit in Q4 2023 and has held it in 10 quarters since.
Keystone Wealth Services's Intuit position peaked at $574K in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.