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Savvy Advisors Inc’s Intuit INTU Stock Holding History

Savvy Advisors 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 		$1.76M Buy
6,760
+231
+4% +$80.5K 0.04% 367
2026
Q1 		$2.82M Buy
6,529
+1,782
+38% +$850K 0.08% 202
2025
Q4 		$3.14M Buy
4,747
+1,036
+28% +$685K 0.1% 145
2025
Q3 		$2.53M Buy
3,711
+305
+9% +$220K 0.12% 127
2025
Q2 		$2.68M Buy
3,406
+229
+7% +$155K 0.18% 85
2025
Q1 		$1.95M Buy
3,177
+136
+4% +$81.7K 0.2% 86
2024
Q4 		$1.91M Buy
3,041
+1,685
+124% +$1.08M 0.23% 73
2024
Q3 		$842K Buy
1,356
+796
+142% +$508K 0.17% 124
2024
Q2 		$368K Buy
+560
New +$347K 0.12% 182

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

Savvy Advisors Inc's INTU Position: Q2 2026 in Review

Savvy Advisors Inc increased its Intuit (INTU) stake by 3.5% in Q2 2026, buying an estimated $80.5K and bringing the position to 6,760 shares worth $1.76M. The position accounts for 0.04% of the portfolio, ranked #367.

Savvy Advisors Inc first reported a position in INTU in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.14M in Q4 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Savvy Advisors Inc held 6,760 shares of Intuit worth $1.76M as of Q2 2026.
  • Savvy Advisors Inc bought 231 Intuit shares in Q2 2026, an estimated $80.5K.
  • Intuit made up 0.04% of Savvy Advisors Inc's portfolio in Q2 2026, its #367 holding.
  • Savvy Advisors Inc first reported a position in Intuit in Q2 2024 and has held it in 9 quarters since.
  • Savvy Advisors Inc's Intuit position peaked at $3.14M in Q4 2025.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.