SS&H Financial Advisors’s Intuit INTU Stock Holding History

SS&H Financial Advisors’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	$223K	Buy	+855	New	+$298K	0.06%	127
2025 Q4	$566K	Sell	855 -91	-10%	-$60.1K	0.17%	87
2025 Q3	$646K	Sell	946 -100	-10%	-$72.1K	0.2%	80
2025 Q2	$824K	Sell	1,046 -137	-12%	-$92.7K	0.28%	67
2025 Q1	$726K	Sell	1,183 -92	-7%	-$55.2K	0.27%	73
2024 Q4	$802K	Hold	1,275	–	–	0.29%	74
2024 Q3	$792K	Hold	1,275	–	–	0.29%	78
2024 Q2	$837K	Hold	1,275	–	–	0.33%	69
2024 Q1	$828K	Hold	1,275	–	–	0.34%	68
2023 Q4	$797K	Sell	1,275 -2	-0.2%	-$1.1K	0.34%	70
2023 Q3	$652K	Buy	+1,277	New	+$646K	0.31%	73
2023 Q1	$702K	Buy	1,575 +367	+30%	+$151K	0.32%	71
2022 Q4	$470K	Hold	1,208	–	–	0.22%	85
2022 Q3	$468K	Hold	1,208	–	–	0.24%	83
2022 Q2	$466K	Hold	1,208	–	–	0.22%	89
2022 Q1	$581K	Buy	+1,208	New	+$619K	0.23%	90

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SS&H Financial Advisors's INTU Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Intuit (INTU) in Q2 2026: 855 shares worth $223K. The stake represents 0.06% of the portfolio and ranks #127 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in INTU as recently as Q4 2025.

SS&H Financial Advisors first reported a position in INTU in Q1 2022 and has held it in 16 quarters since. The position peaked at $837K in Q2 2024. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

SS&H Financial Advisors held 855 shares of Intuit worth $223K as of Q2 2026.
Intuit was a new SS&H Financial Advisors position in Q2 2026.
Intuit made up 0.06% of SS&H Financial Advisors's portfolio in Q2 2026, its #127 holding.
SS&H Financial Advisors first reported a position in Intuit in Q1 2022 and has held it in 16 quarters since.
SS&H Financial Advisors's Intuit position peaked at $837K in Q2 2024.
1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.