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SUCCESSION FINANCIAL, INC.’s Intuit INTU Stock Holding History

SUCCESSION 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 		$241K Buy
+925
New +$322K 0.23% 40

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s INTU Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in Intuit (INTU) in Q2 2026: 925 shares worth $241K. The stake represents 0.23% of the portfolio and ranks #40 among its holdings.

988 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • SUCCESSION FINANCIAL, INC. held 925 shares of Intuit worth $241K as of Q2 2026.
  • Intuit was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
  • Intuit made up 0.23% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #40 holding.
  • 988 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.