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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
Q2 		– Sell
-734
Closed -$317K – 334
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Keystone Wealth Services's INTU Position: Q2 2026 in Review

Keystone Wealth Services sold out of Intuit (INTU) in Q2 2026, closing a stake of 734 shares — an estimated $317K sold.

Keystone Wealth Services first reported a position in INTU in Q4 2023 and held it in 10 quarters. The position peaked at $574K in Q2 2025. 1,750 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Keystone Wealth Services reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Keystone Wealth Services sold 734 Intuit shares in Q2 2026, an estimated $317K.
  • Keystone Wealth Services first reported a position in Intuit in Q4 2023 and held it in 10 quarters.
  • Keystone Wealth Services's Intuit position peaked at $574K in Q2 2025.
  • 1,750 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.