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Security Financial Services’s Intuit INTU Stock Holding History

Security Financial 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
Q1 		– Sell
-602
Closed -$399K – 218
2025
Q4 		$399K Sell
602
-14
-2% -$9.25K 0.06% 150
2025
Q3 		$421K Sell
616
-21
-3% -$15.1K 0.07% 140
2025
Q2 		$502K Buy
637
+68
+12% +$46K 0.09% 110
2025
Q1 		$349K Buy
569
+63
+12% +$37.8K 0.07% 128
2024
Q4 		$318K Buy
506
+20
+4% +$12.8K 0.06% 127
2024
Q3 		$302K Buy
486
+56
+13% +$35.7K 0.06% 129
2024
Q2 		$283K Buy
430
+3
+0.7% +$1.86K 0.06% 130
2024
Q1 		$278K Buy
427
+40
+10% +$25.5K 0.06% 149
2023
Q4 		$242K Buy
+387
New +$213K 0.06% 151

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Security Financial Services's INTU Position: Q1 2026 in Review

Security Financial Services sold out of Intuit (INTU) in Q1 2026, closing a stake of 602 shares — an estimated $399K sold.

Security Financial Services first reported a position in INTU in Q4 2023 and held it in 9 quarters. The position peaked at $502K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Security Financial Services reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Security Financial Services sold 602 Intuit shares in Q1 2026, an estimated $399K.
  • Security Financial Services first reported a position in Intuit in Q4 2023 and held it in 9 quarters.
  • Security Financial Services's Intuit position peaked at $502K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Security Financial Services's 13F filing for Q1 2026, filed 27 May 2026.