Walter & Keenan Wealth Management’s Intuit INTU Stock Holding History

Walter & Keenan Wealth Management’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	-399	Closed	-$264K	–	159
2025 Q4	$264K	Buy	399 +2	+0.5%	+$1.32K	0.07%	143
2025 Q3	$271K	Hold	397	–	–	0.08%	138
2025 Q2	$313K	Buy	+397	New	+$269K	0.09%	128
2023 Q1	–	Sell	-690	Closed	-$269K	–	148
2022 Q4	$269K	Sell	690 -275	-28%	-$109K	0.11%	124
2022 Q3	$374K	Buy	965 +8	+0.8%	+$3.46K	0.16%	105
2022 Q2	$369K	Hold	957	–	–	0.15%	106
2022 Q1	$460K	Buy	957 +275	+40%	+$141K	0.16%	99
2021 Q4	$439K	Hold	682	–	–	0.14%	101
2021 Q3	$368K	Buy	682 +25	+4%	+$13.5K	0.12%	110
2021 Q2	$322K	Hold	657	–	–	0.11%	111
2021 Q1	$252K	Buy	+657	New	+$253K	0.09%	128

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

Walter & Keenan Wealth Management's INTU Position: Q1 2026 in Review

Walter & Keenan Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 399 shares — an estimated $264K sold.

Walter & Keenan Wealth Management first reported a position in INTU in Q1 2021 and held it in 11 quarters. The position peaked at $460K in Q1 2022. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Walter & Keenan Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Walter & Keenan Wealth Management sold 399 Intuit shares in Q1 2026, an estimated $264K.
Walter & Keenan Wealth Management first reported a position in Intuit in Q1 2021 and held it in 11 quarters.
Walter & Keenan Wealth Management's Intuit position peaked at $460K in Q1 2022.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.