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KFA Private Wealth Group’s Intuit INTU Stock Holding History

KFA Private Wealth Group’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 		– Sell
-463
Closed -$306K – 165
2025
Q4 		$306K Buy
463
+5
+1% +$3.3K 0.07% 118
2025
Q3 		$313K Hold
458
– – 0.09% 104
2025
Q2 		$361K Hold
458
– – 0.11% 91
2025
Q1 		$281K Buy
458
+3
+0.7% +$1.8K 0.1% 90
2024
Q4 		$286K Hold
455
– – 0.12% 71
2024
Q3 		$283K Buy
+455
New +$290K 0.13% 66

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

KFA Private Wealth Group's INTU Position: Q1 2026 in Review

KFA Private Wealth Group sold out of Intuit (INTU) in Q1 2026, closing a stake of 463 shares — an estimated $306K sold.

KFA Private Wealth Group first reported a position in INTU in Q3 2024 and held it in 6 quarters. The position peaked at $361K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • KFA Private Wealth Group reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • KFA Private Wealth Group sold 463 Intuit shares in Q1 2026, an estimated $306K.
  • KFA Private Wealth Group first reported a position in Intuit in Q3 2024 and held it in 6 quarters.
  • KFA Private Wealth Group's Intuit position peaked at $361K in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.