Succession Financial’s Intuit INTU Stock Holding History

Succession Financial’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 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

Succession Financial's INTU Position: Q2 2026 in Review

Succession Financial 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.

1,643 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Succession Financial held 925 shares of Intuit worth $241K as of Q2 2026.
Intuit was a new Succession Financial position in Q2 2026.
Intuit made up 0.23% of Succession Financial's portfolio in Q2 2026, its #40 holding.
1,643 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Succession Financial's 13F filing for Q2 2026, filed 7 Aug 2026.